Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miguel? Claim Your ProfileMiguel Mendes Coelho is a registered representative with Cetera Investment Advisers LLC. Miguel has over 15 years of experience in the financial industry. Miguel is licensed in several states and holds the Series 7, Series 63, and Series 65 securities licenses. Miguel specializes in a variety of financial planning services including portfolio management for individuals and businesses, pension consulting, and educational seminars. Miguel previously worked at Summit Brokerage Services, Inc. and Financial Northeastern Securities, Inc.
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
NJ
06/29/2023 - Present
Cetera Investment Advisers LLC (BRIELLE NJ)
NJ
04/13/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (BRIELLE NJ)
NJ
07/27/2009 - 04/29/2015
FINANCIAL NORTHEASTERN SECURITIES, INC. (FAIRFIELD NJ)
NJ
04/21/2008 - 07/23/2009
GILFORD SECURITIES INCORPORATED (MORRISTOWN NJ)
IA
Issued 7/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/8/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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