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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 Cadis is a financial advisor with Sovran Advisors, LLC, a registered investment advisory firm. Michael has been in the industry since November 2000 and is a Certified Financial Planner and a Chartered Financial Consultant. Michael has extensive experience in financial planning and asset management. Michael is registered in California and Texas. In addition to Sovran Advisors, LLC, Michael is also registered with MML Investors Services, LLC, MSI Financial Services, Inc., and Metropolitan Life Insurance Company.
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.
Helps you choose top advisors aligned with your financial goals.
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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CA
02/27/2024 - Present
Sovran Advisors, LLC (SAN DIEGO CA)
CA
03/25/2017 - 03/06/2024
MML INVESTORS SERVICES, LLC (PASADENA CA)
CA
07/20/2004 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PASADENA CA)
CA
07/20/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LOS ANGELES CA)
DE
11/10/2000 - 07/20/2004
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 08/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/09/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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