Unclaimed
Michael Zeiger is a registered investment advisor representative with Cetera Investment Advisers LLC. Michael has been working in the financial industry since 2002. Michael has a Series 7, Series 6, Series 63, and Series 65 licenses. Michael has previously been registered with LPL Financial LLC, Cetera Advisors LLC, Infinity Financial Services, SagePoint Financial, Inc., Sentra Securities Corporation, and VALIC Financial Advisors, Inc. Michael's current location is in San Diego, California.
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 (SAN DIEGO CA)
CA
04/15/2015 - 06/18/2015
LPL FINANCIAL LLC (LA MESA CA)
CA
12/12/2013 - 04/13/2015
CETERA ADVISORS LLC (SAN DIEGO CA)
CA
12/16/2011 - 01/07/2014
INFINITY FINANCIAL SERVICES (SAN DIEGO CA)
CA
10/31/2005 - 12/19/2011
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
AZ
11/19/2003 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
TX
10/22/2002 - 03/23/2004
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
IA
Issued 4/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/21/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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