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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 Doumani is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with Cetera Investment Advisers LLC in Danville, CA. Michael has previously been registered with several other firms including Cetera Advisors LLC, Sorrento Pacific Financial, LLC, Primevest Financial Services, Inc., and Banc of America Investment Services, Inc. Michael holds the Series 6, Series 7, Series 63, Series 65, and SIE licenses. Michael specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.
DANVILLE, CA
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
CA
03/21/2024 - Present
Cetera Investment Advisers LLC (DANVILLE CA)
CA
03/31/2014 - 05/14/2019
CETERA ADVISORS LLC (WALNUT CREEK CA)
CA
03/12/2012 - 06/14/2013
SORRENTO PACIFIC FINANCIAL, LLC (FREMONT CA)
CA
06/04/2010 - 01/31/2012
PRIMEVEST FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
CA
09/04/2008 - 03/31/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WALNUT CREEK CA)
CA
03/01/2006 - 09/09/2008
COUNTRYWIDE INVESTMENT SERVICES, INC. (CONCORD CA)
NY
07/08/2004 - 02/23/2006
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
WI
01/24/2002 - 07/21/2004
SII INVESTMENTS, INC. (APPLETON WI)
MA
12/15/2000 - 01/07/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
WI
12/08/1997 - 12/11/2000
SII INVESTMENTS, INC. (APPLETON WI)
CA
01/24/1996 - 11/18/1997
FN INVESTMENT CENTER (SACRAMENTO CA)
NY
03/23/1992 - 02/08/1996
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
02/14/1990 - 11/29/1991
FEDERATION FOR FINANCIAL INDEPENDENCE
PA
04/30/1986 - 01/16/1990
PENN MUTUAL EQUITY SERVICES, INC. (HORSHAM PA)
BOTH
Issued 7/29/2003
Series 66 - Uniform Combined State Law Examination
IA
Issued 3/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/4/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
BC
Issued 4/29/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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