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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 Callahan is a financial professional with over 28 years of experience in the financial services industry. Michael has served as a registered representative and investment advisor for several firms including Nathan & Lewis Securities, Inc., Linsco/Private Ledger Corp., Aetna Investment Services, Inc., and Investors Capital Corp. Michael has a broad range of experience in providing wealth management, financial planning, and retirement education services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Michael is currently affiliated with Cetera Investment Advisers LLC. Michael is committed to helping his clients achieve their financial 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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2
CT
01/26/2024 - Present
Cetera Investment Advisers LLC (SOUTHINGTON CT)
CT
10/01/2001 - 10/03/2016
INVESTORS CAPITAL CORP. (SOUTHINGTON CT)
NY
03/05/1997 - 10/05/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
SC
02/07/1995 - 03/13/1997
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CT
02/18/1994 - 02/21/1995
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
IA
Issued 03/09/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/18/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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