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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Faltico is an Investment Advisor Representative with Cetera Investment Advisers LLC. Michael has been in the financial services industry since 2004. Michael has a strong background in financial planning and investment management. Michael has worked for several firms before joining Cetera Investment Advisers LLC. Michael is registered in 32 states and is a Certified Financial Planner. Michael provides financial planning and investment management services to individuals, families, and businesses. Michael is committed to providing his clients with personalized financial advice and helping them 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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CA
06/29/2023 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
11/14/2008 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (SAN DIEGO CA)
CA
06/17/2004 - 10/28/2008
GIRARD SECURITIES, INC. (SAN DIEGO CA)
IA
Issued 11/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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