Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Oconitrillo is a financial professional with over a decade of experience in the financial services industry. Michael is currently registered with Cetera Investment Advisers LLC and holds several licenses and designations including Series 6, 7TO, 26, 63, and 66. Michael has previously been affiliated with firms such as Transamerica Financial Advisors, Inc. and PFS Investments Inc. Michael's areas of expertise include financial planning, portfolio management, and investment advisory services. Michael provides financial services to individuals, high-net-worth individuals, families, businesses, corporations, pension and profit-sharing plans, and charitable organizations.
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
01/03/2024 - Present
Cetera Investment Advisers LLC (WEST COVINA CA)
CA
02/07/2013 - 07/13/2017
TRANSAMERICA FINANCIAL ADVISORS, INC (GLENDALE CA)
CA
09/13/2012 - 12/31/2012
TRANSAMERICA FINANCIAL ADVISORS, INC (BURBANK CA)
CA
01/18/2010 - 08/26/2011
PFS INVESTMENTS INC. (RIVERSIDE CA)
BOTH
Issued 12/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/7/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 8/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/28/2022
SIE - Securities Industry Essentials Examination
BC
Issued 1/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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