Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ross Cournoyer is a financial advisor who has been in the industry since 1994. Michael has a diverse background, having worked at several firms including Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., and NYLIFE Securities Inc. Currently, Michael is registered with Cetera Investment Advisers LLC. Michael has earned numerous industry designations, including Certified Financial Planner and Chartered Financial Consultant. Michael's client base includes individuals, high-net-worth individuals, corporations, businesses, and charitable organizations. Michael provides financial planning services, portfolio management, and educational seminars to his clients.
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
LA
06/29/2023 - Present
Cetera Investment Advisers LLC (DERIDDER LA)
LA
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (DERIDDER LA)
NY
11/24/1997 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
12/21/1994 - 11/26/1997
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 4/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/2/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/3/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/20/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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