Unclaimed
Michelle Nabiliwa is a registered investment advisor representative with Cetera Investment Advisers LLC. Michelle has been in the financial services industry since 2008 and has a wide range of experience working with individuals, businesses, and organizations. Michelle specializes in providing financial planning, investment management, and retirement planning services. She is a Series 66, Series 53, Series 24, Series 52TO, Series 3, and Series 7 licensed professional, with a focus on providing customized financial solutions to meet her clients' specific needs.
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
IA
06/29/2023 - Present
Cetera Investment Advisers LLC (WEST DES MOINES IA)
IA
06/20/2014 - 06/10/2016
BROKER DEALER FINANCIAL SERVICES CORP. (WEST DES MOINES IA)
IA
04/12/2013 - 06/18/2014
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
02/25/2008 - 04/08/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
BOTH
Issued 02/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/03/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2009
Series 3 - National Commodity Futures Examination
BC
Issued 02/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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