MP
MP

Michael Procaccio

31 Years of Experience
Roselle, IL
BrokerSells Insurance

Michael Procaccio is a registered investment advisor at Cetera Investment Advisers LLC, based in Roselle, IL, with 31 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

24 E. Irving Park Road, Roselle, IL, 60172

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Michael is the president and 100% shareholder of Pro Financial Services Group, Inc., offering tax preparation, bookkeeping, payroll, and real estate services, dedicating a significant amount of time to this. He also owns rental properties and sells health insurance through Blue Cross/Blue Shield, spending minimal time on these activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2004 - Present · 22 yrs
Cetera Financial Specialists LLCBroker
May 2004 - Present · 22 yrs
Previous Registrations
Nsa Securities Corporation
September 2002 - December 2003 · 1 yr 3 mos
Nsa Securities CorporationBroker
October 2001 - May 2004 · 2 yrs 7 mos
Terra Securities CorporationBroker
August 1994 - October 2001 · 7 yrs 2 mos
State Registrations8 states
AZFLILKYMIMONCWI
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.
Michael Procaccio - Financial Advisor | TrueAdvisor