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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 Balderson is a financial advisor with over 29 years of experience in the industry. Michael is a registered representative with Cetera Investment Advisers LLC, and holds a Series 7 and Series 63 license, as well as the SIE and Series 65. Michael also holds the Certified Financial Planner designation. Michael has previously worked with firms such as VOYA FINANCIAL ADVISORS, INC., LOCUST STREET SECURITIES, INC. and PRUCO SECURITIES CORPORATION. Michael's firm, Cetera Investment Advisers LLC, provides a variety of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Cetera Investment Advisers LLC manages over $100 billion in assets.
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 9/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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