Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Fasano is a financial advisor with Cetera Investment Advisers LLC, with over 20 years of experience in the industry. Michael has experience with multiple firms including Associated Investment Services, Inc., Cetera Investment Services LLC, J.P. Morgan Securities LLC, and Chase Investment Services Corp. Michael is registered in Illinois, Indiana, Wisconsin and California, and holds licenses for Series 6, Series 7, Series 63, and Series 66. Michael provides financial planning services to individuals, businesses, pension plans, and charitable organizations. He also offers educational seminars, and portfolio management for both individuals and businesses. Michael is committed to helping clients achieve their financial goals and provides comprehensive financial planning services.
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
IL
03/21/2024 - Present
Cetera Investment Advisers LLC (Roscoe IL)
WI
03/15/2016 - 08/23/2022
ASSOCIATED INVESTMENT SERVICES, INC. (JANESVILLE WI)
IL
06/02/2014 - 03/11/2016
CETERA INVESTMENT SERVICES LLC (ROCKTON IL)
IL
05/03/2013 - 05/23/2014
ASSOCIATED INVESTMENT SERVICES, INC. (ROCKFORD IL)
IL
10/01/2012 - 04/03/2013
J.P. MORGAN SECURITIES LLC (ROSCOE IL)
IL
07/27/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ROSCOE IL)
IL
06/12/2007 - 07/28/2009
AMCORE INVESTMENT SERVICES, INC (ROCKFORD IL)
IL
07/08/2005 - 06/01/2007
CHASE INVESTMENT SERVICES CORP. (ELGIN IL)
FL
10/08/2004 - 07/22/2005
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NY
06/27/2003 - 09/20/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 4/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/8/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/14/2005
Series 7 - General Securities Representative Examination
BC
Issued 6/26/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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