Unclaimed
Michael Salopek is an investment advisor representative at Cetera Investment Advisers LLC. Michael has been in the financial services industry since October 28, 2013. Michael has a Series 6, Series 7, and Series 63 license and is registered in Illinois, North Carolina, Ohio, Oregon, and Texas. Michael is a partner at Neitzel, Luke & Salopek, Inc., a CPA firm that provides tax, assurance, bookkeeping and payroll services.
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
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (WESTLAKE OH)
BC
Issued 8/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/1/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/29/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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