Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Robert Connell is a financial advisor with Cetera Investment Advisers LLC in DUBLIN, OH. Michael has been in the financial services industry since April 15, 1984. Michael holds licenses in Ohio and Texas. Michael is a Chartered Financial Consultant and is registered with FINRA and the state of Ohio. Michael has experience providing financial advice to a variety of clients including individuals, corporations, charitable organizations, pension and profit sharing plans, and state or municipal government entities. Michael's services include financial planning, portfolio management, and pension consulting.
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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OH
12/19/2019 - Present
Cetera Investment Advisers LLC (DUBLIN OH)
OH
04/16/1984 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (DUBLIN OH)
BC
Issued 10/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/23/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/8/1998
Series 7 - General Securities Representative Examination
BC
Issued 4/13/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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