Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ernest Banks is a financial advisor in BOULDER, CO. Michael has been working in the financial services industry since 1986. Michael is currently registered with Cetera Investment Advisers LLC and Lakeridge Wealth Management LLC. Michael has experience in the financial services industry with over 37 years of experience. Michael has experience in various areas of financial planning, investment management, and advisory services.
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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CO
06/29/2023 - Present
Cetera Investment Advisers LLC (BOULDER CO)
NY
01/23/1986 - 10/24/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 2/21/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/12/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/3/1987
Series 3 - National Commodity Futures Examination
BC
Issued 8/19/1986
Series 15 - Foreign Currency Options Examination
BC
Issued 1/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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