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Michael John Musich

Cetera Investment Advisers LLC

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About Michael John Musich

Michael Musich is an investment advisor representative associated with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is an investment advisory firm with offices in Schaumburg, Illinois and several other locations across the country. Michael Musich is registered in several states, including Iowa, Texas, Florida, Illinois, Minnesota, and Wisconsin. Michael Musich has over 30 years of experience in the financial services industry. He is a licensed insurance agent and has experience in financial planning, portfolio management, and insurance sales.

Firm Information

Michael Musich is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Musich’s Registration & Firm History

IA

03/21/2024 - Present

Cetera Investment Advisers LLC (MADRID IA)

AZ

11/19/1989 - 05/06/1992

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NA

05/23/1989 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

09/24/1987 - 06/02/1989

JOHN HANCOCK DISTRIBUTORS, INC.

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Licenses & Designations

BOTH

Issued 5/8/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/9/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/27/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 8/19/1989

Series 7 - General Securities Representative Examination

BC

Issued 9/22/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael John Musich.
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