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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Passage is a financial advisor registered with Cetera Investment Advisers LLC, located in Seattle, WA. Passage has been in the industry since 1983 and has worked for several firms, including First Allied Securities, Inc., Oppenheimer & Co. Inc., CIBC World Markets Corp., PaineWebber Incorporated, and Kidder, Peabody & Co. Incorporated. Passage holds a variety of licenses and certifications, including Series 3, 7, 24, 63, and 65. Passage's current registration is with Cetera Investment Advisers LLC and is active in Washington. Passage specializes in providing financial advice and services to individuals and families, including investment management, retirement planning, and estate planning.
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
WA
11/12/2020 - Present
Cetera Investment Advisers LLC (SEATTLE WA)
WA
05/26/2006 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SEATTLE WA)
WA
01/03/2003 - 06/01/2006
OPPENHEIMER & CO. INC. (BELLEVUE WA)
NY
09/24/1996 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NJ
01/28/1995 - 10/03/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
11/23/1983 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 04/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
BC
Issued 11/02/1983
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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