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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 Callahan is an investment advisor representative with Cetera Investment Advisers LLC. Michael has been in the financial services industry since 2015 and has experience providing financial planning, portfolio management, and other investment-related services. Michael is registered with the state of Colorado. Before working with Cetera Investment Advisers LLC, Michael was previously employed by Charles Schwab & Co., Inc., Transamerica Corporation, and Fox-Smith Wealth Management. Michael holds the Series 63, 66, and 7 licenses.
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 01/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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