Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lallas is a financial advisor currently registered with Cetera Investment Advisers LLC. Michael has been in the financial industry since 2004 and has a wide range of experience in the industry. Michael holds both Series 7 and Series 63 licenses. Michael's previous employers include Voya Financial Advisors, Inc. and Ameriprise Financial Services, Inc. Michael's specializations include: providing financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations.
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
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (Brooklyn Park MN)
MN
05/11/2017 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Brooklyn Park MN)
MN
10/30/2007 - 11/15/2016
VOYA FINANCIAL ADVISORS, INC. (BROOKLYN PARK MN)
MN
04/11/2006 - 11/06/2007
AMERIPRISE FINANCIAL SERVICES, INC. (NEW BRIGHTON MN)
MN
02/12/2004 - 04/12/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EDINA MN)
BC
Issued 12/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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