Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Brescia is a financial advisor who is registered with Cetera Investment Advisers LLC and Branch Financial Services, Inc.. Michael is also a registered Investment Advisor Representative in New York. Michael has a Series 7, Series 66 and SIE license and is licensed in New York. He is located in Setauket, NY and has been in the financial services industry for over 12 years. Michael is a graduate of the University of Notre Dame and is a member of the New York Bar. Michael provides financial planning, portfolio management, and other financial services to individuals, families, and businesses.
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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NY
08/28/2023 - Present
Cetera Investment Advisers LLC (SETAUKET NY)
NY
02/27/2021 - 11/08/2022
CETERA ADVISOR NETWORKS LLC (SETAUKET NY)
BOTH
Issued 6/18/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/3/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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