Unclaimed
Michael Parente is a financial advisor registered with Cetera Investment Advisers LLC. Michael has been in the financial services industry since 1989. Michael holds the Series 6, 7 and 63 securities licenses as well as the SIE. Michael holds the Certified Financial Planner designation and is a Registered Representative in Florida, Massachusetts, Rhode Island and Vermont. Michael has previous experience with Cantella & Co., Inc. and H.D. Vest Investment Securities, Inc.
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
MA
03/21/2024 - Present
Cetera Investment Advisers LLC (MILFORD MA)
MA
07/18/1995 - 09/08/2009
CANTELLA & CO., INC. (MILFORD MA)
TX
09/21/1989 - 07/28/1995
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 9/5/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 9/5/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Parente is the right advisor for you? Invested Better is here to help.