Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Stephen Jones is an investment advisor representative at Cetera Investment Advisers LLC. Michael has been in the financial services industry since 1991 and has a strong background in insurance and investment advisory. Michael is registered in multiple states and specializes in financial planning, portfolio management, and pension consulting. Michael is dedicated to helping clients achieve their financial goals and offers a variety of services to meet their needs.
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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WA
03/21/2024 - Present
Cetera Investment Advisers LLC (BURLINGTON WA)
WA
07/06/2010 - 10/03/2016
INVESTORS CAPITAL CORP. (BURLINGTON WA)
WA
08/01/2008 - 07/07/2010
NATIONWIDE SECURITIES, LLC (BURLINGTON WA)
WA
04/13/1993 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (BURLINGTON WA)
NY
12/10/1992 - 04/26/1993
MONY SECURITIES CORP. (NEW YORK NY)
NJ
02/13/1991 - 05/06/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
02/13/1991 - 05/06/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 11/16/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2018
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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