Michael Panagis

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 06/2021
  Voya Financial Advisors, Inc.
  Davenport, FL
• 05/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-11-19 → 2021-06-14
  Voya Financial Advisors, Inc.
  Paramus, NJ
  Braintree, MA
  Davenport, FL
  Orlando, FL
  Windsor, CT
• 2014-10-17 → 2015-01-14
  Mcadam Llc
  Jersey City, NJ
  Radnor, PA
• 2013-01-07 → 2014-10-03
  Voya Financial Advisors, Inc.
  Philadelphia, PA
  Philadelphia, PA
  Jersey City, NJ

Other Businesses

1. NAME OF ENTITY: Independent Insurance Agent; Yes; 128 FOREST VIEW DR; DAVENPORT; FL; 33896; Fixed Insurance Sales; Independent Insurance Agent; 11/14/2014; 10; 5; Sales of Fixed Insurance Products; 2. NAME OF ENTITY:TUNDIDOR WEALTH INVESTMENT GROUP; Yes; 128 FOREST VIEW DR; DAVENPORT; FL; 33896; FINANCIAL SERVICES/DBA; INVESTMENT ADVISER; 2/17/2015; 40; 40; SALE & SERVICE SECURITIES AND INVESTMENT PRODUCTS; 3. NAME OF ENTITY:Ideal Concepts; No; 128 Forest View Dr; Davenport; FL; 33896; Selling Health Insurance.; Agent; 7/20/2018; 6; 0; I simply would like to be appointed with a company to have the ability to sell health insurance to any existing clients or prospects that I may encounter; 4. NAME OF ENTITY:Michael Panagis-RENTAL; No; 128 Forest View Drive, Davenport, FL 33896; Davenport; FL; 33896; RENTAL PROPERTY; Landlord-OWNER; 1/1/2017; 1; 0; MAINTAIN PROPERTY AND COLLECT RENT; 5. NAME OF ENTITY:Health and Life Insurance Solutions; No; 128 Forest View Dr; Davenport; FL; 33896; INSURANCE AGENCY; Agent; 3/1/2021; 10; 10; ASSIST CLIENTS WITH INSURANCE QUOTES; 6. NAME OF OTHER BUSINESS: TURO; INVESTMENT RELATED: NO; ADDRESS: 111 SUTTER ST 12TH FLOOR, SAN FRANCISCO, CA 94104; NATURE OF BUSINESS: CAR RENTAL; START DATE: 12/2022; POSITION/TITLE/RELATIONSHIP: CAR OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: LIST CAR ON THE TURO PLATFORM AND HAVE CUSTOMERS RENT THE CAR;

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-12-18
• S63 Uniform Securities Agent State Law Examination
  2011-11-15

Other Names

• Michael N Panagis