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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 Greenleaf is a financial advisor at Cetera Investment Advisers LLC. Michael has been in the industry since February 3, 1999. Cetera Investment Advisers LLC is a financial advisory firm headquartered in Schaumburg, IL, and is registered with the Securities and Exchange Commission. Cetera Investment Advisers LLC provides advisory services to individuals, businesses, and institutions. Michael is registered in West Virginia and Ohio and is a Registered Representative in the state of West Virginia. Michael specializes in providing financial advice to individuals, businesses, and institutions in the West Virginia area. Michael also provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management 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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2
WV
12/16/2011 - Present
Cetera Investment Advisers LLC (HURRICANE WV)
WV
11/01/2007 - 12/15/2011
MONEY CONCEPTS CAPITAL CORP (NITRO WV)
WV
08/29/2002 - 12/01/2007
H.D. VEST INVESTMENT SERVICES (ST ALBANS WV)
NJ
02/23/2000 - 08/20/2001
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
MN
04/17/1998 - 12/31/1999
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 03/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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