Unclaimed
Michael Patrick Cunningham is a financial advisor registered with Cetera Investment Advisers LLC, Cetera Advisor Networks LLC and First Investors Corporation. Michael has been in the financial services industry since 2008 and has licenses for both broker-dealer and investment advisor activities. Michael is registered with the state of Ohio as both a Registered Investment Advisor and a Broker. Michael holds a Series 6, 7, 24, 51, 63 and 65 license and is a registered principal. Michael offers financial planning, portfolio management, and educational seminars. Michael works with individuals, corporations, and non-profit organizations.
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 1/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/5/2013
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 6/21/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/9/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/6/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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