Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Horton is a financial advisor with over 20 years of experience in the industry. Michael currently works for Cetera Investment Advisers LLC, a firm that offers a wide range of financial services, including financial planning, pension consulting, and portfolio management. Michael is registered with the state of Hawaii and has the necessary licenses and certifications, including the Series 7, Series 63, and Series 65 exams, and the SIE exam. In addition to his work at Cetera Investment Advisers LLC, Michael has also worked for various other financial institutions, including CUSO Financial Services, LP, Raymond James Financial Services, Inc., and BANCWEST Investment Services, Inc.
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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HI
03/28/2024 - Present
Cetera Investment Advisers LLC (Kaneohe HI)
HI
02/08/2021 - 03/28/2024
CUSO FINANCIAL SERVICES, L.P. (KANEOHE HI)
HI
12/22/2020 - 02/08/2021
CETERA INVESTMENT SERVICES LLC (HONOLULU HI)
HI
05/03/2017 - 08/18/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (KAILUA HI)
HI
08/14/2002 - 05/02/2017
BANCWEST INVESTMENT SERVICES, INC. (KAILUA HI)
CA
10/18/2001 - 08/15/2002
EMMETT A LARKIN COMPANY, INC. (SAN FRANCISCO CA)
NY
08/13/2001 - 10/28/2001
MIDWEST DISCOUNT BROKERS INC. (NEW YORK NY)
IA
Issued 07/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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