Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Mistretta is a financial professional with over 14 years of experience in the industry. Michael is currently registered as a Registered Representative and Investment Advisor Representative with Cetera Investment Advisers LLC. Previously, Michael was associated with AVANTAX INVESTMENT SERVICES, INC. and FINANCIAL NETWORK INVESTMENT CORPORATION. Michael is licensed to provide financial services in multiple states. He is also a certified public accountant. Michael's areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
1
2
CA
06/08/2023 - Present
Cetera Investment Advisers LLC (SACRAMENTO CA)
CA
12/07/2011 - 06/19/2023
AVANTAX INVESTMENT SERVICES, INC. (Sacramento CA)
CA
03/09/2009 - 12/14/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (SACRAMENTO CA)
BOTH
Issued 05/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Mistretta is the right advisor for you? Invested Better is here to help.
