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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael J. Oana is an investment advisor representative with Cetera Investment Advisers LLC. Michael J. Oana has been in the industry since April 13, 1994. Michael J. Oana is registered with FINRA and is also registered with the state of South Carolina and Texas. Michael J. Oana has a Series 7, Series 24, Series 63 and Series 65 license. Cetera Investment Advisers LLC is a registered investment advisor headquartered in Schaumburg, Illinois. The firm has offices in Columbia, South Carolina. Cetera Investment Advisers LLC provides investment advice to individuals, corporations, trusts, and other entities. The firm offers a variety of services including financial planning, portfolio management, and investment research.
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
SC
06/29/2023 - Present
Cetera Investment Advisers LLC (COLUMBIA SC)
SC
05/18/2005 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (COLUMBIA SC)
NY
04/14/1994 - 05/18/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/18/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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