Unclaimed
Michael David Gzyl is an investment advisor representative at Cetera Investment Advisers LLC. Michael has been in the securities industry since November 2014. Michael is a registered investment advisor representative in New York, and a registered investment advisor representative in Texas. Michael is also licensed in Colorado, Florida, Illinois, Michigan, New York, North Carolina, Ohio, Pennsylvania, and Texas. Michael is affiliated with Cetera Investment Advisers LLC, a firm that provides financial planning, portfolio management, and other services to individuals, businesses, and institutions. Michael has a broad range of experience and expertise in financial services, including investment advising, insurance sales, and business ownership. Michael is a passionate advocate for his clients and is committed to helping them achieve their financial goals.
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
NY
01/24/2023 - Present
Cetera Investment Advisers LLC (Cheektowaga NY)
NY
12/01/2014 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (CHEEKTOWAGA NY)
BC
Issued 12/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/5/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/1/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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