Michael Paul Margolin

Current Employers

Employment History

• 09/1976 → Present
  Self Employed
  Iowa City, IA
• 09/2014 → 06/2021
  Voya Financial Advisors
  Coralville, IA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-02-13 → 2021-06-09
  Voya Financial Advisors, Inc.
  Coralville, IA
  Overland Park, KS
  Des Moines, IA
  Des Moines, IA
  Windsor, CT
  Nevada, IA

Other Businesses

NAME OF ENTITY:Agudas Achim Congregation - Cemetery Committee; No; 401 E OAKDALE BLVD; CORALVILLE; IA; 52241; Cemerery Management; Committee Member; 12/1/2015; 1; 0; Meet to discuss upkeep and management of small cemetery.|NAME OF ENTITY:AGUDAS ACHIM SYNAGOGUE; No; 401 E OAKDALE BLVD; CORALVILLE; IA; 52241; NON-PROFIT ORGANIZATION; MEMBER-WAYS & MEANS COMMITTEE; 2/1/2018; 2; 2; PROVIDE GUIDELINES AND SOME DEGREE OF OVERSIGHT TO THE SYNAGOGUE ENDOWMENT FUND.|NAME OF ENTITY: Independent insurance agent; Yes; 1303 5TH ST STE 205; CORALVILLE; IA; 52241; fixed insurance sales; INDEPENDENT INSURANCE AGENT; 8/13/2011; 160; 160; sales of fixed insurance products|

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-18
• S63 Uniform Securities Agent State Law Examination
  1980-02-16

Other Names

• Mike Margolin