Our Qualifications
Cetera Wealth Partners will help you plan, invest and protect your income and savings, so that we may chart a course for a secure financial future.
Michael V. Trickey's personal experience includes:
23 years in the professional financial services business
42 years of personal investment experience
Series 6 Registered Representative license
Series 63 Michigan securities registration
Series 65 Investment Adviser Representative license
Series 7 Securities license
Registered Financial Consultant (RFC) designation by the International Association of Registered Financial consultants
Earned a Financial Planning Certificate from the Kaplan University School of Continuing and Professional Studies
Fee-based Financial Planning School graduate of the Prudential University
Corporation for Long-Term Care(CLTC) graduate
Life Accident and Health Insurance license in the state of Michigan
Life Insurance license in the state of Wisconsin
Registration in the states of MI, WI, VA, AZ, MN, IL and FL for securities business
Associate of Science degree from the University of the State of New York
20 years military service including nearly 12 years as a regular Army Recruiter and Recruiting Station Commander in Mankato, MN, St. Cloud, MN, and Orlando, FL. This experience included formal and documented professional sales training in a classroom setting through Lee Dubois sales course completion and the Brian Tracey course completion.