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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 Dowling is a financial advisor who has been active in the industry since October 2002. He has worked with Cetera Investment Services LLC and Standard Bank before joining Cetera Investment Advisers LLC in January 2014. Michael holds several licenses and registrations, including Series 7 and Series 66. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds licenses in several states, including Florida, Maryland, Michigan, Pennsylvania, South Carolina, Texas, and West Virginia. Michael is registered to provide investment advisory services in Pennsylvania and Texas. Michael specializes in providing financial planning, portfolio management, and pension consulting services for individuals, corporations, and pension and profit-sharing plans.
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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2
PA
02/22/2021 - Present
Cetera Investment Advisers LLC (MT. PLEASANT PA)
PA
07/18/2003 - 11/28/2006
NATCITY INVESTMENTS, INC. (PITTSBURGH PA)
MN
04/17/2002 - 02/07/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/17/2002 - 02/07/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 5/3/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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