Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Winter is a financial advisor at Cetera Investment Advisers LLC in Trussville, Alabama. Michael has been in the financial industry since November 2014. He has a Series 6, 7, and 63 license as well as the SIE and Series 65 exams. His previous employment includes MetLife Securities Inc. and MML Investors Services, LLC. Michael specializes in a wide range of financial services, including financial planning, portfolio management, pension consulting, and educational seminars.
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
AL
11/03/2016 - Present
Cetera Investment Advisers LLC (TRUSSVILLE AL)
AL
03/16/2015 - 08/07/2015
METLIFE SECURITIES INC. (BIRMINGHAM AL)
AL
11/04/2014 - 03/17/2015
MML INVESTORS SERVICES, LLC (BIRMINGHAM AL)
IA
Issued 10/20/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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