Unclaimed
Michelle Crause is a financial advisor at Cetera Investment Advisers LLC. Michelle is registered with the state of Missouri and Texas and holds various licenses and certifications, including the Series 7, 63, 65, 51, 53, 9, 10 and 24. Michelle has worked in the financial services industry since 1999 and has experience working with individuals, corporations, and other businesses. Michelle offers a range of financial services, including financial planning, investment management, and retirement planning. Michelle is committed to providing her clients with personalized financial advice and guidance. She has a strong track record of helping her clients achieve their financial goals. Michelle also has experience in providing insurance services, and has been an Independent Insurance Agent since 2004.
Brentwood, MO
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
MO
06/29/2023 - Present
Cetera Investment Advisers LLC (Brentwood MO)
MO
08/11/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Brentwood MO)
MO
07/13/1999 - 06/03/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 2/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/2/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 7/6/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 9/22/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 9/22/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 8/25/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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