Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Mahalich is a financial professional with over 7 years of experience in the financial services industry. Michael is currently registered with Cetera Investment Advisers LLC and holds a Series 6, 7, 63, and 65 licenses. He is also a registered Investment Advisor in the state of Minnesota. Previously, Michael has worked for several other financial institutions, including Cantor Fitzgerald & Co., Pacer Financial, Inc., and Foreside Fund Services, LLC. Michael is dedicated to providing his clients with personalized financial advice and 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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MN
03/21/2024 - Present
Cetera Investment Advisers LLC (EDINA MN)
NY
05/03/2023 - 01/22/2024
CANTOR FITZGERALD & CO. (NEW YORK NY)
PA
08/24/2021 - 05/01/2023
PACER FINANCIAL, INC. (MALVERN PA)
FL
03/09/2021 - 08/18/2021
FORESIDE FUND SERVICES, LLC (Fort Lauderdale FL)
TN
02/13/2017 - 01/14/2021
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
IA
Issued 12/7/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/8/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/13/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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