Michael Palcic is a registered investment advisor, based in Dublin, OH, with 37 years of industry experience.
Location
545 Metro Place South, Suite 220, Dublin, OH, 43017
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michael is involved in online sales for Gern Flopkins Sales Superstar, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2019 - Present · 7 yrs 1 mo
Cetera Investment Services LLCBroker
June 2019 - Present · 7 yrs 1 mo
Previous Registrations
Foresters Advisory Services, LLC
April 2017 - June 2019 · 2 yrs 2 mos
Foresters Financial Services, INC.Broker
July 1988 - June 2019 · 30 yrs 11 mos
State Registrations9 states
ALFLGAILINKYMNOHPA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.