MC
CFP
MC
CFP

Michael Cleary

37 Years of Experience
BrokerSells Insurance

Michael Cleary is a CFP-designated registered investment advisor, based in Cleveland, OH, with 37 years of industry experience.

Location

6200 Rockside Road, Suite 100, Cleveland, OH, 44131

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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 an independent insurance agent with Vantage Financial Group since 1992, selling various insurance products, and is also a part owner and financial advisor at the same firm since 2016, dedicating full-time hours to these activities. Additionally, Michael co-owns a building and is a director for a professional networking organization, requiring minimal time commitments.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 7 mos
Vantage Financial Group, INC.
August 1999 - Present · 26 yrs 8 mos
Previous Registrations
Walnut Street Securities, INC.Broker
April 1992 - September 2013 · 21 yrs 5 mos
Financial America Securities, INC.Broker
April 1988 - March 1992 · 3 yrs 11 mos
State Registrations24 states
ARAZCACOCTFLGAILINMAMDMEMINCNMNYOHPASCTNTXUTVAWY
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.