Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Musich is a financial advisor at Cetera Investment Advisers LLC and has been in the financial services industry since 1987. Michael has a broad range of experience, having previously worked at Royal Alliance Associates, Inc. and John Hancock Distributors, Inc. He is licensed to provide financial advice in several states, including Florida, Iowa, and Texas. Michael also holds several industry certifications, including Series 6, 7, 31, and 63. Michael specializes in providing financial planning services to individuals, families, and businesses. He is committed to helping clients achieve their financial goals. In addition to his work as a financial advisor, Michael is also actively involved in his community. Michael is a board director for the Kiwanis Miracle League Field and the Young Children - Priority One organizations. He is also a member of the Lora's College Wealth Management Student Advisory Council.
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.
1
2
IA
03/21/2024 - Present
Cetera Investment Advisers LLC (WEST DES MOINES 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.
BOTH
Issued 05/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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