Michael Panagis, financial advisor Davenport FL

Michael Panagis

CRD Number: 5977370
Current Firm: Cetera Investment Advisers LLC

Michael Panagis (CRD# 5977370) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Davenport, FL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Mar 2023 - Current 1
Cetera Advisor Networks El Segundo, CA May 2021 - Current 2
Voya Financial Advisors, Inc. Davenport, FL Nov 2014 - Jun 2021 6
Purshe Kaplan Sterling Investments Albany, NY Oct 2014 - Nov 2014 < 1
Mcadam LLC Jersey City, NJ Oct 2014 - Nov 2014 < 1
Ing Financial Partners Jersey City, NJ Sep 2011 - Oct 2014 3
Mcadam Financial Group Jersey City, NJ Sep 2011 - Oct 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Michael Panagis
Phone Number: 888-528-2987
Registered State(s):
  • FL
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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