Unclaimed
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.
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
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
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
Active
Inactive
F
FINRA
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