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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 Kavanaugh is a financial advisor with Cetera Investment Advisers LLC. Michael has over 29 years of experience in the financial services industry. Michael's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting. Michael is registered to provide investment advisory services in California and Texas. Prior to joining Cetera Investment Advisers LLC, Michael was a financial advisor with VOYA FINANCIAL ADVISORS, INC. Michael is also a licensed insurance agent and has a DBA as a fixed insurance agent.
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (SAN JOSE CA)
CA
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (SAN JOSE CA)
IA
04/04/1995 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NA
01/20/1994 - 04/03/1995
FIDELITY EQUITY SERVICES CORPORATION
BOTH
Issued 12/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/23/2007
Series 24 - General Securities Principal Examination
BC
Issued 12/1/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/10/2005
Series 7 - General Securities Representative Examination
BC
Issued 1/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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