Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Shapiro is a financial advisor who has been in the industry since 1998. Michael is currently registered with Cetera Investment Advisers LLC in Albany, New York. Michael has previously been registered with VOYA FINANCIAL ADVISORS, INC. Michael specializes in providing financial planning and portfolio management services for individuals and businesses. Michael is also a licensed insurance agent and provides fixed insurance sales services.
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
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (ALBANY NY)
NY
05/05/2003 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (ALBANY NY)
KS
08/02/2000 - 05/07/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
MA
08/03/1998 - 07/27/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 11/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/6/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/15/2009
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 7/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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