Michael Sosa, financial advisor Jackson NJ

Michael Sosa

CRD Number: 1743743
Current Firm: Cetera Investment Advisers LLC

Michael Sosa (CRD# 1743743) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Jackson, NJ and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Mar 2024 - Current < 1
Cetera Advisors LLC Denver, CO Oct 2016 - Current 7
Premier Financial Group Jackson, NJ Jan 2004 - Current 20
Dba Premier Financial Investment Group Jackson, NJ Jan 2004 - Current 20
Investors Capital Corporation Lynnfield, MA Aug 2004 - Oct 2016 12
Dba Retirement Planning Solutions, LLC Jackson, NJ Jan 2009 - Dec 2015 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2002
Contact Info for Michael J. Sosa
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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