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 has been in the financial services industry since 2001. Michael is currently registered with Cetera Investment Advisers LLC and has been with them since March 2024. Prior to that, Michael was with CUSO Financial Services, L.P. and Cetera Investment Services LLC. Michael is a licensed investment advisor representative in Hawaii and is also licensed in Arizona and California. Michael specializes in financial planning, pension consulting, and portfolio management for individuals 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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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 7/7/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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