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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Hirose is a financial advisor with Cetera Investment Advisers LLC. Michelle has over 30 years of experience in the financial services industry. Michelle is licensed in multiple states, including Florida, California, Hawaii, Illinois, New Jersey, and New York. Michelle holds the Series 6, Series 63, Series 65, and SIE licenses. Michelle is also a licensed insurance agent in disability, life/accident/health, and property & casualty. Michelle works with individual investors, businesses, and charitable organizations. Michelle specializes in portfolio management, financial planning, and pension consulting. Michelle's firm, Cetera Investment Advisers LLC, is a national financial services firm that provides investment advisory, brokerage, and insurance services to individuals, families, and businesses.
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
FL
04/09/2023 - Present
Cetera Investment Advisers LLC (MIAMI FL)
NJ
07/08/1996 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (FORT LEE NJ)
CT
03/29/1995 - 06/25/1996
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
CA
01/05/1990 - 06/28/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NY
07/08/1987 - 05/15/1989
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
07/08/1987 - 05/15/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 02/12/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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