Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sanchez is a financial professional with over 10 years of experience in the industry. Michael is currently registered as a Registered Representative and an Investment Advisor Representative with Cetera Investment Advisers LLC. Michael has held previous positions with Foresters Financial Services, Inc., First Investors Corporation and Cetera Investment Services LLC. Michael holds a Series 6, 7TO, 26, 63, and 65 license. Michael has experience providing financial planning services to individuals and businesses. Cetera Investment Advisers LLC is a registered investment adviser firm with a strong reputation for providing personalized financial advice. Michael's experience and dedication to client service make him a valuable asset to the Cetera Investment Advisers LLC team.
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
TX
01/28/2020 - Present
Cetera Investment Advisers LLC (HOUSTON TX)
TX
04/14/2012 - 06/21/2019
FORESTERS FINANCIAL SERVICES, INC. (HOUSTON TX)
IA
Issued 01/27/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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