Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Callahan is a financial advisor who has been in the industry for 7 years. Michael is registered with Cetera Investment Advisers LLC and has a Series 7, Series 63, and Series 66 license. Michael has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Michael offers a variety of financial planning services, including portfolio management, investment advisory, and retirement planning. Michael is dedicated to providing personalized financial advice to help clients achieve their financial goals.
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
CO
06/29/2023 - Present
Cetera Investment Advisers LLC (WESTMINSTER CO)
CO
02/23/2015 - 01/11/2019
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BOTH
Issued 1/8/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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