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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 Neeley is a financial professional with over 10 years of experience in the industry. Michael is registered with Cetera Investment Advisers LLC. Michael is also registered as an Investment Advisor Representative in California. Michael has previously been employed with VOYA FINANCIAL ADVISORS, INC. and TRANSAMERICA FINANCIAL ADVISORS, INC. Michael has passed the Series 6, Series 63, Series 26, and Series 65 exams. Michael provides a variety of financial planning services, including portfolio management, pension consulting, financial planning and educational seminars. Michael is dedicated to helping clients achieve their financial goals.
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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CA
06/29/2023 - Present
Cetera Investment Advisers LLC (GLENDORA CA)
CA
08/07/2019 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Glendora CA)
CA
02/26/2013 - 08/07/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (SAN DIEGO CA)
IA
Issued 06/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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