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 Toole is a financial advisor with Cetera Investment Advisers LLC. Michael has been in the securities industry since August 1, 2013. Michael is registered with the state of Rhode Island and the state of Texas. Michael has also worked for Securian Financial Services, Inc. in Warwick, RI. Michael has a Series 66, Series 7 and a SIE license. Michael is a Certified Financial Planner. Michael also holds a Fixed Insurance Agent/Broker license. Michael works with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, charitable organizations, and state and municipal government entities. Michael offers financial planning, portfolio management for businesses, and portfolio management for 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
RI
08/10/2023 - Present
Cetera Investment Advisers LLC (WARWICK RI)
RI
08/02/2013 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (WARWICK RI)
BOTH
Issued 08/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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