Roselle, IL Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

2

Of 10,209 advisors across 5,116 offices

Location

Roselle IL

Advisors at this office

2

Advisors at this office

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Michael P

Series 63, Series 65

Roselle, IL

Cetera

Michael Procaccio is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been affiliated with Cetera and Cetera Financial Specialists LLC since 2004 and runs Pro Financial Services Group Inc, a tax preparation and bookkeeping firm. In addition to his advisory work, he has experience in health insurance sales and real estate activities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers, operating with significant scale and multiple program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Michael P

Series 65, Series 63

Roselle, IL

Cetera

Michael Procaccio II is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and eight years of industry experience. He has worked at multiple firms, including Pro Financial Services Group, Inc. and The Procaccio Corporation, and is involved in managing Jimmy John’s franchise operations. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a large nationwide network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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