Michael Chamberlain
Wealth Management Consultant - Cetera Advisors Llc at Cetera Financial Group
Based in San Diego, United States
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Seniority
Other
Department
Other
Location
San Diego
Industry
Financial Services
Company size
2.5K
Contact information
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m•••••••@cetera.com
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Background
About Michael Chamberlain
I partner with financial advisors in growing their practice, enhancing value to their clients, and planning their legacy. As a Growth Officer I meet advisor where they are along their career journey and collaborate with them to enhance the areas of their practice that is the most meaningful to them. Starting Out: For advisors starting out, Cetera offers The Next Gen Advisors Academy. This program is ideal for future successors and rising stars who don't already have an industry designation. Seasoned and Growing Advisors: For experienced advisors focused on growing their enterprise value and service-offering to their clients, Cetera has multiple assets to assist them in their growth journey. The ongoing one on one consultations with their Growth Officer allows the advisors to reflect on their practice and uncover their desired path forward. Partnering with multiple subject matter experts in areas such as; Advisory, Retirement Plans, Insurance, Recruiting, Succession and Continuity Planning, Human Capital, and Financial Analysis, the advisor is always supported in their pursuits. Retiring Advisors: For advisors interested in planning for their legacy, Cetera offers guidance through this stage of their business' lifecycle. LegacyBuilder is our unique program that helps advisors through the continuity and succession stages of their career and assists in matching a buyer and a seller. Visit Cetera.com to learn about The Cetera Difference. My FINRA Registrations: Series 6, 63, 66, 7, 24, 53, 4 Visit my profile on Broker Check: Check the background of this investment professional on FINRA’s Broker Check (http://brokercheck.finra.org). A little more about Cetera: Cetera Financial Group (Cetera) is a leading financial advice firm. It empowers the delivery of an Advice-Centric Experience™ to individuals, families and businesses across the country through independent financial professionals as well as trusted tax professionals and banks and credit unions. Located at 655 W. Broadway 11th Floor, San Diego, CA 92101-5670. “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC. All firms are members FINRA/SIPC.
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