Michael Mital (CRD# 5709049) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oakland, NJ and has over 13 years of experience in the finance industry. Michael Mital has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Michael J. Mital | Haskell, NJ | Feb 2022 - Current | 2 |
| Mital Financial Services | Oakland, NJ | Jul 2017 - Current | 6 |
| David Mital | Oakland, NJ | Feb 2017 - Current | 7 |
| A & R Tax And Financial Services | Pompton Lakes, NJ | Feb 2016 - Current | 8 |
| Cetera Investment Advisors LLC | Schaumburg, IL | Jan 2014 - Current | 10 |
| Cetera Financial Specialists | Schaumburg, IL | Oct 2013 - Current | 10 |
| H&r Block | Fair Lawn, NJ | Dec 2013 - Dec 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2011 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2013 |
- NJ
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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