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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Patrick Cunningham is a registered investment advisor representative with Cetera Investment Advisers LLC. Michael has been in the financial services industry since 2008. Michael is registered with the state of Ohio and holds a Series 7, Series 6, Series 63, Series 24, Series 51 and Series 65 licenses. Michael provides financial planning, portfolio management, and pension consulting services. Michael has experience working with individuals, high-net-worth individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (CLEVELAND OH)
OH
11/24/2008 - 09/13/2018
FORESTERS FINANCIAL SERVICES, INC. (INDEPENDENCE OH)
IA
Issued 12/13/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2013
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/21/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/06/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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