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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 Halloran is a financial professional with over 6 years of experience in the financial services industry. Michael is currently registered with Cetera Investment Advisers LLC and provides financial planning and investment advisory services to individuals and businesses. Michael has experience working with clients of all sizes, including high-net-worth individuals, corporations, and charitable organizations. Michael is committed to providing personalized financial advice that helps clients achieve their financial goals. Michael is a graduate of Boston College and holds the Series 7, Series 63, Series 66, and SIE licenses.
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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MA
03/27/2024 - Present
Cetera Investment Advisers LLC (STURBRIDGE MA)
MA
07/13/2017 - 07/31/2019
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (BOSTON MA)
BOTH
Issued 3/22/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/9/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 1/10/2024
SIE - Securities Industry Essentials Examination
BC
Issued 7/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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