Michael Oconitrillo (CRD# 5734498) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in West Covina, CA and has over 14 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jan 2024 - Current | < 1 |
| Cetera Advisor Networks LLC | West Covina, CA | Aug 2023 - Current | < 1 |
| Strategic Fortune Wealth Management | West Covina, CA | Sep 2022 - Current | 1 |
| Minnesota Life Insurance Co | St Paul, MN | Sep 2022 - Aug 2023 | < 1 |
| Securian Financial Services Inc. | St Paul, MN | Sep 2022 - Aug 2023 | < 1 |
| Strategic Choices Financial | South Pasadena, CA | Jul 2017 - Sep 2022 | 5 |
| Transamerica Financial Advisors, Inc. | Burbank, CA | Feb 2013 - Jul 2017 | 4 |
| The Marketing Arm | Marina Del Rey, CA | Dec 2012 - Jul 2017 | 4 |
| World Financial Group, Inc. | Burbank, CA | Jan 2012 - Jul 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- CA
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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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