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 Sosa is a registered investment advisor representative with Cetera Investment Advisers LLC, and is licensed in New Jersey. Michael has been in the financial industry since 2020. Cetera Investment Advisers LLC is a registered investment adviser with the Securities and Exchange Commission and provides investment advice to individuals, corporations, and other entities. Cetera Investment Advisers LLC has a history of providing a wide range of investment services, including financial planning, portfolio management, and investment advisory services. Michael has a Series 66 license and a Series 7TO and SIE license. Michael Robert Sosa is actively registered as an investment advisor representative in New Jersey.
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
NJ
03/21/2024 - Present
Cetera Investment Advisers LLC (JACKSON NJ)
BOTH
Issued 11/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 7/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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