MK
Michael Kaufman
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Work Experience
Board Member
2016 - Oct 2018 · 2 years and 9 months
Principal
Sep 2013 - Present · 11 years and 3 months
oak hill capital
Summer Senior Associate
Jun 2012 - Aug 2012 · 2 months
Company Details
1001-5000 Employees
We’re enablers. Mentors. Dream builders. Our purpose is to turn financial aspirations into reality. Within our community lies a vibrant wellspring of growth and opportunity for financial professionals, financial institutions, and individual investors alike. As a premier financial services firm, we don’t just deliver financial technology, bespoke guidance, research and market intelligence, and collaborative client-service platforms. We build environments where ideas thrive, connections flourish, and ambitions become remarkable achievements. Driven to deliver unwavering support and innovative solutions to help people live their purpose, we empower each other and the communities around us to bring a stronger tomorrow to life. ___________________________ “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms are members FINRA/SIPC. Cetera Financial Group is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Year Founded
1981
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Banks & Financial Services
HQ Location
655 W. Broadway San Diego , CA 92101, US
Keywords
Wealth Management ServicesFinancial AdvisoryFinancial ServicesFinancial ModelingFinancial PlanningFinancial MarketsFintechBroker Dealer ComplianceBroker Dealer OperationsRetirement Planning
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