Unclaimed
Michael Powell is a financial advisor with Cetera Investment Advisers LLC, based in Germantown, TN. Michael has been in the financial services industry since August 2014. Michael has a Series 7 and Series 66 license as well as the SIE exam. Michael is also a Certified Financial Planner. Michael is registered with the Securities and Exchange Commission as an investment advisor representative. Michael is currently registered in 28 states including TN, TX, AL, AR, CA, CO, FL, GA, ID, IL, LA, MI, MS, MO, NV, NH, NY, NC, OH, OK, PA, SC, UT, VA, WA, and WI. Michael is also registered as an investment advisor representative with Cetera Investment Advisers LLC. Michael has experience working with individuals, corporations, and pension and profit-sharing plans. Michael is dedicated to helping 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.
1
2
TN
08/10/2023 - Present
Cetera Investment Advisers LLC (GERMANTOWN TN)
TN
08/04/2014 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (GERMANTOWN TN)
BOTH
Issued 10/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/4/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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