Unclaimed
Michelle Griefenberg is a financial advisor at Cetera Investment Advisers LLC. Michelle has been working in the financial industry since April 15, 2001. She is registered with the state of Arizona and Texas as an investment advisor representative (IAR). Michelle is also registered with the state of Arizona as a broker. Michelle holds the Series 6, 63, and 65 licenses. She has a history of working in the financial industry, including positions at Cetera Financial Specialists LLC in Schaumburg, Illinois, and Accounting Services of Sedona, LLC in Sedona, Arizona.
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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AZ
02/27/2023 - Present
Cetera Investment Advisers LLC (SEDONA AZ)
IA
Issued 7/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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