Michele SamuelsonCRD Number: 705958
Current Firm: Cetera Investment Advisers LLC
Michele Samuelson (CRD# 705958) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Diego, CA and has over 34 years of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Cetera Investment Advisers LLC||Schaumburg, IL||Nov 2020 - Current||1|
|First Allied Securities, Inc.||San Diego, CA||Oct 1998 - Current||23|
|Cetera Advisor Networks LLC||El Segudo, CA||Oct 1998 - Current||23|
|First Allied Advisory Services, Inc.||Chesterfield, MO||Jul 2012 - Nov 2020||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1987|
|S66||NASAA Uniform Combined State Law Examination||May 2011|
Total Assets Under Management35,762MILLIONS
Total Number of Accounts169,758ACCOUNTS
Average Account Value$210,662
- 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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