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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 Palcic is an investment advisor representative with Cetera Investment Advisers LLC. Michael has been in the industry since July 20, 1988. Michael's areas of expertise include financial planning, pension consulting, and portfolio management for both individuals and businesses. Cetera Investment Advisers LLC is a registered investment advisor with the SEC. Cetera Investment Advisers LLC has offices in Schaumburg, IL. The firm provides a variety of investment advisory services, including financial planning, pension consulting, and portfolio management. Cetera Investment Advisers LLC serves a variety of client types, including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.
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
OH
06/20/2019 - Present
Cetera Investment Advisers LLC (DUBLIN OH)
OH
07/21/1988 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (DUBLIN OH)
BOTH
Issued 3/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/2/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/26/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 7/19/1999
Series 24 - General Securities Principal Examination
BC
Issued 2/22/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/8/1999
Series 7 - General Securities Representative Examination
BC
Issued 7/20/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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