Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael St. pierre is an investment advisor representative with Cetera Investment Advisers LLC and has been in the industry since August 17, 1990. Michael has experience with LPL Financial LLC, Questar Capital Corporation, Summit Equities, Inc., USAllianz Securities, Inc., WM Financial Services, Inc., PFIC Securities Corporation, HSBC Brokerage (USA) Inc., CitiCorp Investment Services, MetLife Securities Inc., Metropolitan Life Insurance Company, Colin Winthrop & Co., Inc., and Landmark Brokerage Services, Inc. Michael has licenses in Florida, New Jersey, New York, Pennsylvania, and Vermont. Michael's specializations include Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisors, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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
NY
05/21/2021 - Present
Cetera Investment Advisers LLC (Hauppauge NY)
NY
07/08/2009 - 04/30/2020
LPL FINANCIAL LLC (EAST NORTHPORT NY)
NY
10/26/2007 - 07/07/2009
QUESTAR CAPITAL CORPORATION (HAUPPAUGE NY)
NJ
05/01/2007 - 09/26/2007
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
NY
12/01/2006 - 05/30/2007
QUESTAR CAPITAL CORPORATION (SMITHTOWN NY)
NY
06/05/2006 - 12/01/2006
USALLIANZ SECURITIES, INC. (SMITHTOWN NY)
NY
11/21/2002 - 05/02/2006
WM FINANCIAL SERVICES, INC. (MASSAPEQUA NY)
TN
10/23/2002 - 11/08/2002
PFIC SECURITIES CORPORATION (FRANKLIN TN)
NY
07/16/2001 - 09/04/2002
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
04/03/2000 - 07/03/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MA
02/15/1996 - 11/03/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/15/1996 - 11/03/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
09/26/1995 - 11/28/1995
COLIN WINTHROP & CO., INC. (JERICHO NY)
NY
06/01/1992 - 03/02/1994
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
09/25/1990 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
NA
01/18/1989 - 10/03/1990
LANDMARK BROKERAGE SERVICES, INC.
NA
11/25/1987 - 01/09/1989
ISFA CORPORATION
IA
Issued 04/22/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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