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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 Blanchard is a financial advisor at Cetera Investment Advisers LLC. Michael has been in the industry since 1999 and has a wide range of experience, including working with individuals, corporations, and charitable organizations. Michael is licensed to sell securities in multiple states. Michael has experience in providing financial planning, portfolio management, and pension consulting services. Michael is committed to helping clients reach their financial goals.
MATTHEWS, NC
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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NC
08/19/2024 - Present
Cetera Investment Advisers LLC (MATTHEWS NC)
NC
02/10/2015 - 08/15/2024
PROSPERA FINANCIAL SERVICES, INC. (Charlotte NC)
NC
01/20/2010 - 02/13/2015
CAPITAL GUARDIAN, LLC (CHARLOTTE NC)
NC
11/27/2009 - 02/02/2010
GUNNALLEN FINANCIAL, INC (CHARLOTTE NC)
NC
12/14/2004 - 11/17/2009
EDWARD JONES (CHARLOTTE NC)
MA
10/20/2004 - 12/15/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
02/13/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MI
05/03/1999 - 11/13/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 5/8/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/10/1999
Series 7 - General Securities Representative Examination
BC
Issued 4/30/1999
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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