Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gurzi is a financial advisor registered with Cetera Investment Advisers LLC and has been in the industry since 2002. Michael has experience in a variety of roles, including working with Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC ONE SECURITIES CORPORATION, and MetLife Securities Inc. Michael is currently registered to provide investment advisory services in Louisiana and Texas. Michael has a Series 6, 7, 52 and 66 license and specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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
LA
06/29/2023 - Present
Cetera Investment Advisers LLC (Lafayette LA)
LA
09/30/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (Lafayette LA)
LA
06/02/2006 - 10/30/2015
ROYAL ALLIANCE ASSOCIATES, INC. (LAFAYETTE LA)
LA
04/18/2005 - 06/06/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAFAYETTE LA)
IL
12/15/2003 - 03/02/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MA
09/26/2002 - 10/27/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/26/2002 - 10/27/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
05/16/2002 - 08/22/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
04/02/2002 - 05/02/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/02/2002 - 05/02/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 06/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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