Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ackerman is a financial advisor based in Raleigh, NC. Michael has been in the financial services industry since 2004. Michael is currently registered with Cetera Investment Advisers LLC, and previously held positions at MML Investors Services, LLC, NYLIFE Securities LLC, VALIC Financial Advisors, INC., Unified Financial Securities, LLC, and LEVCO Securities, Inc. Michael holds the Series 7, 2, 63 and 65 licenses.
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.
1
2
NC
10/04/2022 - Present
Cetera Investment Advisers LLC (RALEIGH NC)
NC
08/30/2021 - 08/22/2022
MML INVESTORS SERVICES, LLC (RALEIGH NC)
NC
09/26/2019 - 07/01/2021
NYLIFE SECURITIES LLC (RALEIGH NC)
NC
09/18/2017 - 01/10/2019
VALIC FINANCIAL ADVISORS, INC. (DURHAM NC)
IN
05/27/2008 - 03/31/2016
UNIFIED FINANCIAL SECURITIES, LLC (INDIANAPOLIS IN)
NY
07/19/2000 - 11/28/2006
LEVCO SECURITIES, INC. (NEW YORK NY)
BC
Issued 9/19/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 2/3/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/4/2000
Series 7 - General Securities Representative Examination
BC
Issued 9/17/1996
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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