Unclaimed
Mike Demeuse is a financial advisor who has been in the industry since 1998. Mike is currently registered with Cetera Investment Advisers LLC. Mike has worked with a number of firms over the years, including Edward Jones, First Union Securities, Inc., and American Express Financial Advisors Inc.. Mike holds the Series 63, Series 65, Series 7, and SIE licenses. Mike also offers financial planning, pension consulting, and educational seminars to clients. Mike's firm Cetera Investment Advisers LLC offers financial planning services to a variety of clients, including individuals, businesses, and institutions.
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
WI
06/29/2023 - Present
Cetera Investment Advisers LLC (APPLETON WI)
MO
11/08/1999 - 12/05/2002
EDWARD JONES (ST. LOUIS MO)
MO
06/19/1998 - 11/05/1999
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
MN
11/28/1997 - 06/02/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/28/1997 - 06/02/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 7/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/1/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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