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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 Paulus is an Investment Advisor Representative with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a Registered Investment Advisor that manages more than $100 Billion in assets. Michael has over 13 years of experience in the financial services industry. Michael is a Certified Financial Planner and a Chartered Financial Consultant. He is also registered as a Series 66, Series 7, and SIE representative. Michael's primary focus is on helping individuals and families achieve their financial goals through comprehensive financial planning services. He specializes in portfolio management, retirement planning, and college savings. Michael is committed to providing his clients with personalized, objective, and ethical advice.
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
UT
08/10/2023 - Present
Cetera Investment Advisers LLC (SALT LAKE CITY UT)
UT
08/04/2010 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Salt Lake City UT)
PA
08/28/2013 - 12/31/2016
CRI SECURITIES, LLC (PHILADELPHIA PA)
TX
08/04/2010 - 12/31/2012
CRI SECURITIES, LLC (DALLAS TX)
BOTH
Issued 09/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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