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Michael Steven Mistretta

Cetera Investment Advisers LLC

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About Michael Steven Mistretta

Michael Mistretta is a financial professional registered with Cetera Investment Advisers LLC. Michael has been in the industry since March 8, 2009, and has experience with various firms including Avantax Investment Services, Inc. and Financial Network Investment Corporation. Michael has a range of licenses and certifications including Series 7, Series 66, and SIE. Michael offers financial planning, pension consulting, and educational seminars, as well as portfolio management for businesses and individuals.

Firm Information

Michael Mistretta is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

460 DRAKE CIRCLE

SACRAMENTO, CA 95864

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Mistretta’s Registration & Firm History

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)

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Licenses & Designations

BOTH

Issued 5/7/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 2/5/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michael Steven Mistretta. Review regulatory record here.
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