Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Oana is a financial professional with over 29 years of experience in the industry. Michael is currently registered with Cetera Investment Advisers LLC as an Investment Adviser Representative (IAR) and holds Series 7, Series 24, Series 63, and Series 65 licenses. Michael is registered in multiple states and specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Michael has a strong track record of success in helping clients achieve their financial goals. Michael has previously worked at Summit Financial Group Inc and Summit Brokerage 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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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 6/18/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/3/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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