Unclaimed
Michael Mital is a financial advisor registered with Cetera Investment Advisers LLC, with a branch office in Oakland, NJ. Michael has over 13 years of experience in the financial services industry, having previously worked with Northwestern Mutual Investment Services, LLC and Genworth Financial Securities Corporation. Michael holds licenses for both securities and investment advisory services and is a Certified Financial Planner. Michael's experience and expertise are focused on providing financial planning and portfolio management services to individuals, businesses, and pension and profit sharing plans.
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
NJ
01/09/2014 - Present
Cetera Investment Advisers LLC (OAKLAND NJ)
NJ
08/11/2010 - 10/09/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PARAMUS NJ)
NJ
02/25/2010 - 07/28/2010
GENWORTH FINANCIAL SECURITIES CORPORATION (OAKLAND NJ)
IA
Issued 12/18/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/21/2015
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 2/24/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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