MP
MP

Michael Paretzky

13 Years of Experience
Skokie, IL
BrokerSells Insurance

Michael Paretzky is a registered investment advisor at Cetera Investment Advisers LLC, based in Skokie, IL, with 13 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
Loading...

Location

8150 Mccormick Blvd, Ste 124, Skokie, IL, 60076

Get directions

History

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 ActivitiesSells Insurance

Michael works as an assistant at Berton I Goldstein Wealth Management Services and Berton I Goldstein CPA, dedicating about a quarter of his time to each. He also sells fixed insurance products, including health, property, and casualty insurance, spending about full-time hours on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2013 - Present · 12 yrs 11 mos
Cetera Financial Specialists LLCBroker
January 2013 - Present · 13 yrs 6 mos
State Registrations3 states
ILMDTX
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.