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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 Connell is a financial advisor with Cetera Investment Advisers LLC. Michael has been in the industry since 1984 and is registered in 20 states. Michael's previous experience includes working with Foresters Financial Services, Inc. and Foresters Advisory Services LLC. Michael provides a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management. Michael is also a Chartered Financial Consultant.
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
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 05/23/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/13/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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