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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 Sanchez is a financial advisor who works at Cetera Investment Advisers LLC. Michael has been working in the financial industry since 2012. Michael holds Series 6, 7TO, 26, 63, and 65 licenses. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Michael specializes in providing financial planning and investment advice to individuals, families, and businesses. Cetera Investment Advisers LLC is a registered investment advisor that offers a range of financial services, including investment management, financial planning, and retirement planning.
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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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 1/27/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/24/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/13/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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