Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael David Peist is a financial advisor registered with Cetera Investment Advisers LLC, a firm based in Schaumburg, IL. Michael has been working in the financial industry since March 29, 1994, and holds the Series 6, 62, and 63 securities licenses. He is also a Certified Financial Planner (CFP®) and has experience in providing financial planning, pension consulting, and investment management services. Cetera Investment Advisers LLC is a registered investment advisor with $104,468,595,111 in regulatory assets under management and serves a variety of client types, including individuals, corporations, and charitable organizations.
SOMERS, NY
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.
1
2
NY
03/22/2021 - Present
Cetera Investment Advisers LLC (SOMERS NY)
NJ
04/11/1994 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
NA
08/28/1993 - 09/08/1993
BYRNE FINANCIAL PLANNING CORP.
BC
Issued 9/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2013
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 8/9/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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