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Michael Patrick Burns

Cetera Investment Advisers LLC

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About Michael Patrick Burns

Michael Burns is a financial advisor with Cetera Investment Advisers LLC. Michael has been in the financial services industry since 1985 and has a wide range of experience in various financial areas. Michael holds Series 6, 7, 24, 63, and 65 licenses as well as the SIE. Michael is registered with FINRA and the state of Virginia as well as 35 other states. Michael has worked for various firms over the years, including VOYA FINANCIAL ADVISORS, INC. and INTERSECURITIES, INC. Michael provides financial planning, pension consulting, educational seminars, and portfolio management services to a range of clients, including individuals, businesses, and pension plans.

Firm Information

Michael Burns is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

8321 OLD COURTHOUSE RD

VIENNA, VA 22182

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Burns’s Registration & Firm History

VA

06/29/2023 - Present

Cetera Investment Advisers LLC (VIENNA VA)

VA

04/11/1996 - 06/09/2021

VOYA FINANCIAL ADVISORS, INC. (VIENNA VA)

FL

12/08/1994 - 04/10/1996

INTERSECURITIES, INC. (ST. PETERSBURG FL)

PA

01/22/1992 - 12/07/1994

T.H.E. FINANCIAL GROUP, LTD (MECHANICSBURG PA)

NA

05/15/1990 - 12/05/1991

HOMESTEAD CAPITAL CORPORATION

NA

11/15/1988 - 05/15/1990

ASSET MANAGEMENT EQUITIES, LTD.

NA

05/20/1986 - 10/03/1988

SWAN SECURITIES INC.

NA

06/19/1985 - 03/20/1986

FRANKLIN FINANCIAL SERVICES CORPORATION

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Licenses & Designations

IA

Issued 2/7/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 1/16/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/5/1992

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/1986

Series 7 - General Securities Representative Examination

BC

Issued 6/18/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Michael Patrick Burns. Review regulatory record here.
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