Unclaimed
Michael Byun is a financial advisor with over 17 years of experience in the industry. He is currently registered with Cetera Investment Advisers LLC and Sageview Advisory Group, LLC. Michael's areas of expertise include financial planning, portfolio management, and pension consulting. He has a broad range of experience working with various clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Michael is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (NEWPORT BEACH CA)
CA
02/05/2021 - 08/29/2022
ALBERT SECURITIES, LLC (CULVER CITY CA)
CA
02/19/2010 - 08/23/2019
CETERA ADVISOR NETWORKS LLC (IRVINE CA)
CA
02/01/2013 - 10/11/2013
CETERA ADVISORS LLC (EL SEGUNDO CA)
CA
02/01/2013 - 10/11/2013
CETERA FINANCIAL SPECIALISTS LLC (EL SEGUNDO CA)
CA
02/01/2013 - 10/11/2013
CETERA INVESTMENT SERVICES LLC (EL SEGUNDO CA)
CA
01/23/2006 - 02/16/2010
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
NJ
09/20/2005 - 11/18/2005
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 7/25/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/1/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/28/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 2/22/2007
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 9/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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