Unclaimed
Michael Kenneth Self is a financial professional with over 30 years of experience in the financial services industry. Michael is a Certified Financial Planner™ and holds both Series 7 and Series 65 licenses. Michael is currently registered with Cetera Investment Advisers LLC and provides investment advisory services to individuals, families, and businesses. Previously, Michael has been registered with First Financial Equity Corporation and Piper Jaffray & Co. Michael's clients appreciate his personalized approach and commitment to helping them achieve their financial goals.
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
AZ
03/21/2024 - Present
Cetera Investment Advisers LLC (SCOTTSDALE AZ)
AZ
01/21/2005 - 01/04/2021
FIRST FINANCIAL EQUITY CORPORATION (SCOTTSDALE AZ)
MN
01/14/1999 - 01/27/2005
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
NY
07/13/1992 - 12/21/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 9/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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