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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 Weiser is a financial advisor with Cetera Investment Advisers LLC. Michael has been in the financial services industry since 2008 and has experience in both insurance and investments. Michael is registered as an investment advisor representative in Arizona and Texas. Michael is also a registered representative in 18 states, including Arizona, California, Colorado, Florida, Idaho, Indiana, Iowa, Kansas, Minnesota, Missouri, New Mexico, New York, Ohio, Oregon, Texas, and Wisconsin. Michael is a Series 6 and Series 63 licensed professional. Michael provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Michael is committed to providing clients with personalized advice and strategies that meet their unique needs and 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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AZ
08/06/2024 - Present
Cetera Investment Advisers LLC (Yuma AZ)
AZ
02/25/2020 - 12/09/2022
THRIVENT INVESTMENT MANAGEMENT INC. (Yuma AZ)
CA
01/06/2012 - 08/09/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (SAN DIEGO CA)
CA
05/15/2008 - 01/06/2012
WORLD GROUP SECURITIES, INC. (SAN DIEGO CA)
IA
Issued 10/10/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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