Michael Francis Cleary

Current Employers

Employment History

• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2015 → Present
  Vantage Financial Group, Inc.
  Cleveland, OH

Other Businesses

(1) INDEPENDENT INSURANCE AGENT WITH VANTAGE FINANCIAL GROUP SELLING DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LTC 15HRS/WK 3HRS/WKND SINCE 3/1992 (2) NAME OF OTHER BUSINESS: VANTAGE FINANCIAL GROUP, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED ADDRESS, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 6/2016, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF TRADING HOURS PER WEEK: 32.5, POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR, BRIEF DESCRIPTION OF DUTIES: PART OWNER (3) ATTORNEY - NOT ACTIVELY PRACTICING LAW (4) NAME OF OTHER BUSINESS: VANTAGE FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE START DATE: 01/1997 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING, ASSET MANAGEMENT ; (5) NAME OF OTHER BUSINESS: 6200 ROCKSIDE ROAD LLC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: BUILDING OWNERSHIP ; START DATE: 01/2015 ; POSITION/TITLE/RELATIONSHIP: CO-OWNER ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: LLC OWNS THE BUILDING THAT VANTAGE FINANCIAL GROUP LEASES ; 6) NAME OF OTHER BUSINESS: NORTHEAST OHIO ASSOCIATION OF FINANCIAL PROFESSIONALS; INVESTMENT RELATED: NO; ADDRESS: 601 W. BAGLEY RD, BEREA, OH 44017; NATURE OF BUSINESS: NETWORKING GROUP; START DATE: 9/2023; POSITION/TITLE/RELATIONSHIP: DIRECTOR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PROFESSIONAL ORGANIZATION FOR EDUCATION/NETWORKING;

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-05-05

Designations