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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 Depaola is an investment advisor representative at Cetera Investment Advisers LLC, based in Wall, NJ. Michael has been in the financial services industry for over 3 years. He is registered with the state of Colorado, New Jersey, New York and South Carolina. Michael is a Series 7TO and Series 66 licensed representative. Michael also holds the Series 65 designation. Michael’s areas of specialization include financial planning, pension consulting and portfolio management for individuals and businesses. Michael provides investment advisory services through Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a Registered Investment Advisor with the Securities and Exchange Commission.
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
NJ
08/10/2023 - Present
Cetera Investment Advisers LLC (WALL NJ)
NJ
12/04/2020 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (WALL NJ)
BOTH
Issued 2/23/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 7/5/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/3/2020
Series 7TO - General Securities Representative Examination
BC
Issued 9/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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