Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kavanaugh has been a registered investment advisor since 1994. Michael is currently affiliated with Cetera Investment Advisers LLC and also has previous affiliations with VOYA FINANCIAL ADVISORS, INC., LOCUST STREET SECURITIES, INC., and FIDELITY EQUITY SERVICES CORPORATION. Michael is licensed to provide investment advice in 23 states. Michael is a licensed insurance agent and owner of Pre Retirement Marketing Insurance Services (PRMIS). Michael offers a variety of financial services including financial planning, pension consulting, and portfolio management.
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 04/23/2007
Series 24 - General Securities Principal Examination
BC
Issued 12/01/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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