Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael George Breard is a financial advisor with Cetera Investment Advisers LLC. Michael has been in the financial industry since 2002 and is registered to provide investment advice in 27 states, including Louisiana, Texas, Alabama, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Michigan, Mississippi, Missouri, Nevada, New Hampshire, New Mexico, North Carolina, Ohio, South Carolina, Tennessee, Virginia, and Wisconsin. Michael has a strong background in providing financial services and has held previous roles with LPL Financial LLC, Ameriprise Financial Services, Inc., IDS Life Insurance Company, and Waddell & Reed, Inc. Michael also has experience in real estate and restaurant management. Michael is committed to providing personalized financial advice and solutions to meet the needs of individual clients, families, and businesses.
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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LA
06/29/2023 - Present
Cetera Investment Advisers LLC (BATON ROUGE LA)
LA
07/31/2009 - 04/25/2022
LPL FINANCIAL LLC (BATON ROUGE LA)
LA
08/15/2002 - 08/03/2009
AMERIPRISE FINANCIAL SERVICES, INC. (BATON ROUGE LA)
MN
08/15/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
KS
02/21/2002 - 08/09/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 2/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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