Unclaimed
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.
MADRID, IA
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 (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.
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
Active
Inactive
F
FINRA
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