Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Halloran is a financial professional registered with Cetera Investment Advisers LLC. Michael has been in the industry since 2017 and holds Series 7, Series 63 and Series 66 licenses. Michael also holds the Securities Industry Essentials Exam (SIE) designation. Cetera Investment Advisers LLC provides financial advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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
MA
08/05/2024 - Present
Cetera Investment Advisers LLC (STURBRIDGE MA)
MA
07/13/2017 - 07/31/2019
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (BOSTON MA)
BOTH
Issued 03/22/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/10/2024
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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