Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Balderson is a financial advisor who has been in the industry since 1993. Michael currently works at Cetera Investment Advisers LLC, which is located in Spokane, WA. Michael has been with this firm since 2023. Before that, Michael worked at VOYA Financial Advisors, INC from 2004 to 2021, where Michael was based in Spokane, WA. Michael holds a Series 7, Series 63 and Series 65 license, along with the SIE. Michael has a CFP designation and specializes in financial planning, retirement planning, college savings, and insurance. Michael can work with a variety of clients, including individuals, families, businesses, and retirement plans. Michael is committed to providing personalized financial advice that helps clients achieve their 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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WA
06/29/2023 - Present
Cetera Investment Advisers LLC (SPOKANE WA)
WA
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (SPOKANE WA)
IA
10/09/1997 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NJ
02/05/1996 - 10/02/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
09/20/1993 - 01/19/1996
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 12/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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