Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Messer is an investment advisor representative who has been in the industry since July 1990. Michael has been a registered representative with Cetera Investment Advisers LLC since June 2021 and has held previous positions with VOYA FINANCIAL ADVISORS, INC., LOCUST STREET SECURITIES, INC., PRUCO SECURITIES CORPORATION, and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. Michael is licensed to provide investment advice in Florida, Texas, and Wisconsin. Michael specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations.
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
WI
06/29/2023 - Present
Cetera Investment Advisers LLC (De Pere WI)
WI
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (MARINETTE WI)
IA
02/15/2002 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NJ
07/16/1990 - 02/26/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
07/16/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 06/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/29/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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