Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Muthiani is an investment advisor representative at Cetera Investment Advisers LLC. Michelle has over 13 years of experience in the financial services industry. Michelle holds the Series 6, Series 7, Series 63, and Series 65 licenses. Michelle specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting services. Michelle has worked at various firms including Securian Financial Services, Inc., CRI Securities, LLC, and Cetera Advisor Networks LLC. Michelle is registered in 27 states and is currently licensed to provide investment advice in Minnesota and Texas.
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
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (MINNEAPOLIS MN)
MN
11/26/2009 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
11/26/2009 - 10/21/2021
CRI SECURITIES, LLC (MINNEAPOLIS MN)
IA
Issued 09/27/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/24/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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