Unclaimed
Todd Michaud is a financial advisor with Cetera Investment Advisers LLC and has been in the industry since 1999. Todd is registered as a broker in 24 states and as an investment advisor in 2 states. Todd is a licensed insurance agent and also prepares tax returns. Todd is currently registered with Cetera Investment Advisers LLC, and previously worked for Investors Capital Corporation, MetLife Securities Inc., Metropolitan Life Insurance Company, Advest, Inc., Dean Witter Reynolds Inc., and Pruco Securities Corporation.
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
MA
03/21/2024 - Present
Cetera Investment Advisers LLC (HAVERHILL MA)
MA
01/28/2005 - 10/03/2016
INVESTORS CAPITAL CORP. (HAVERHILL MA)
MA
09/30/2002 - 01/31/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/30/2002 - 01/31/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CT
05/02/2001 - 07/12/2002
ADVEST, INC. (HARTFORD CT)
NY
10/05/2000 - 01/25/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
09/23/1997 - 09/29/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 9/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/8/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/22/2001
Series 7 - General Securities Representative Examination
BC
Issued 9/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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