Unclaimed
Michael Justin Salemy is a financial advisor with CWM, LLC located in Omaha, Nebraska. Michael has been in the financial industry for more than 10 years, and has experience working with a variety of clients, including individuals, corporations and high-net-worth families. Michael specializes in financial planning and portfolio management. Michael has a wide range of experience in the industry, having worked with several financial institutions, including Northwestern Mutual Investment Services, LLC, USAA Financial Advisors, Inc., EAGLE FUND DISTRIBUTORS, INC., and FORESIDE FUND SERVICES, LLC. Michael is also a registered investment advisor in Florida.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
FL
01/01/2025 - Present
CWM, LLC (Sarasota FL)
FL
04/19/2022 - 12/31/2023
CETERA ADVISOR NETWORKS LLC (SARASOTA FL)
FL
05/10/2018 - 04/20/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Lutz FL)
FL
06/15/2017 - 09/19/2017
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
10/22/2015 - 12/05/2016
EAGLE FUND DISTRIBUTORS, INC. (ST. PETERSBURG FL)
ME
11/10/2014 - 10/20/2015
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
NE
12/03/2013 - 11/11/2014
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
IL
03/31/2011 - 11/18/2013
INVESCO DISTRIBUTORS, INC. (DOWNERS GROVE IL)
FL
03/22/2010 - 03/28/2011
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
FL
05/20/2009 - 03/12/2010
RAYMOND JAMES & ASSOCIATES, INC. (SUN CITY CENTER FL)
IA
Issued 08/23/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Michael Salemy is the right advisor for you? Invested Better is here to help.