Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael James Mechler is a financial advisor registered in the state of Louisiana with Cetera Investment Advisers LLC. Michael has been working in the financial industry since 2006. Michael has a Series 7 and a Series 63 license and is also a Certified Financial Planner. Michael has experience working with individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Michael offers a variety of financial planning services including portfolio management, retirement planning, and investment advisory.
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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LA
08/10/2022 - Present
Cetera Investment Advisers LLC (NEW ORLEANS LA)
LA
11/22/2019 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (NEW ORLEANS LA)
LA
07/11/2006 - 08/23/2007
WHITNEY SECURITIES, L.L.C. (NEW ORLEANS LA)
BC
Issued 07/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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