Michael Mahalich
Professional summary
Michael Mahalich, who also goes by Michael Joseph Mahalich, Mikey Joseph Mahalich, Mikey Mahalich, Michael Mahalich, was a registered financial advisor .
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Michael had worked at 8 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 15, 2026 - Present
March 21, 2024 - May 13, 2026
CETERA INVESTMENT ADVISERS LLC
February 8, 2024 - March 21, 2024
CETERA ADVISORS LLC
February 8, 2024 - May 13, 2026
CETERA ADVISORS LLC
December 11, 2023 - January 22, 2024
CANTOR FITZGERALD INVESTMENT ADVISORS
May 3, 2023 - January 22, 2024
CANTOR FITZGERALD & CO.
August 24, 2021 - May 1, 2023
PACER FINANCIAL, INC.
March 9, 2021 - August 18, 2021
FORESIDE FUND SERVICES, LLC
February 13, 2017 - January 14, 2021
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/15/2026)
Exams
Series 7TO
Date: 8/10/2021
General Securities Representative ExaminationCurrent firm
No current employment
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.