Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Martin Mirich is an investment advisor representative registered in California, Montana, Virginia and Washington. Michael is affiliated with Realta Investment Advisors, Inc. and has been in the industry since 2004. Michael’s previous experience includes working for Center Street Securities, Inc., Gradient Securities, LLC, Financial West Group, Foresters Equity Services, Inc. and SII Investments, Inc. Michael holds the Series 6, 7, 63, 65 and SIE securities licenses. Michael is also an insurance agent and operates an eBay business.
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.
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
DE
01/01/2025 - Present
Realta Investment Advisors, Inc. (WILMINGTON DE)
CA
01/02/2015 - 12/01/2023
CENTER STREET SECURITIES, INC. (ESCONDIDO CA)
CA
09/09/2013 - 12/31/2014
GRADIENT SECURITIES, LLC (ESCONDIDO CA)
CA
01/19/2010 - 11/29/2011
FINANCIAL WEST GROUP (SAN DIEGO CA)
WI
12/24/1996 - 01/30/1998
SII INVESTMENTS, INC. (APPLETON WI)
CA
11/28/1989 - 01/11/1996
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
IA
Issued 07/15/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/18/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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