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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 Harlan is a financial advisor with over 20 years of experience in the industry. He has been a registered representative and investment advisor representative since 2011 and holds licenses from the state of Illinois. Michael Harlan is currently affiliated with Cetera Investment Advisers LLC, which has a main office in Schaumburg, Illinois. Michael Harlan has a history of working in the financial services industry with AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Michael Harlan provides financial planning, pension consulting, and educational seminars. Cetera Investment Advisers LLC offers a variety of investment advisory services to individuals, businesses, pension and profit-sharing plans, charitable organizations, and corporations. Michael Harlan is committed to providing 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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2
IL
01/03/2011 - Present
Cetera Investment Advisers LLC (SCHAUMBURG IL)
NY
12/14/1998 - 02/03/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
12/14/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 12/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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