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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Cortes is a financial advisor who has been in the industry since July 2019. Michael is currently registered with Cetera Investment Advisers LLC in Colorado and Texas and has been licensed in 29 states. Michael has a Series 7, 63 and 65 license and is a Certified Financial Planner. Michael has experience in a number of areas including portfolio management for businesses and individuals, financial planning, pension consulting, and selection of other advisors. Michael is also a limited partner in The Network, Inc., Quetzal Global DBA The Fitness Xchange, and College Planning Software from College Funding Solutions, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
09/29/2021 - Present
Cetera Investment Advisers LLC (GREENWOOD VILLAGE CO)
CO
07/27/2019 - 03/16/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LAKEWOOD CO)
IA
Issued 4/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 7/27/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 7/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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