Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael J Millan is a financial advisor in Jacksonville, Florida. Michael has been in the financial services industry for over 22 years. Michael is registered with Cetera Investment Advisers LLC and is licensed to provide financial advice in Florida, Colorado and Oregon. Michael has experience working with individuals, families, businesses and retirement plans.
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
FL
04/13/2023 - Present
Cetera Investment Advisers LLC (JACKSONVILLE FL)
FL
10/31/2008 - 04/04/2014
SAGEPOINT FINANCIAL, INC. (JACKSONVILLE BEACH FL)
FL
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (JACKSONVILLE BEACH FL)
TX
09/29/2000 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 09/29/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/06/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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