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Bing C Michael

Osaic FS, Inc.

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About Bing C Michael

Bing Michael is an active investment advisor representative with Osaic FS, Inc. Bing Michael has been in the industry since May 8, 2003. Bing Michael has a Series 66, SIE, Series 31 and Series 7. Bing Michael has been registered with the state of North Carolina since February 1, 2011 and is also registered in Texas, Florida, Georgia, and South Carolina. Bing Michael was previously registered with METLIFE SECURITIES INC. and METROPOLITAN LIFE INSURANCE COMPANY. Bing Michael also has a health, disability, long-term care, and traditional life insurance license. Bing Michael is associated with Osaic FS, Inc.'s Charlotte, NC office.

Firm Information

Bing Michael is currently registered with Osaic FS, Inc.. Osaic FS, Inc. is a Corporation that was formed on January 21, 1969. The firm is headquartered in FORT WAYNE, IN, United States. Osaic FS, Inc. is a registered investment advisor with the SEC and in 53 states. The firm has approximately 655 registered representatives and 371 investment advisor representatives. The firm manages approximately $4,483,164,358 in assets, including $1,240,351,270 in discretionary assets. The firm offers a variety of investment advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm's client base includes individuals, corporations, and retirement plans.
Osaic FS, Inc.

1301 SOUTH HARRISON STREET

FORT WAYNE, IN 46802

$4.48B

Assets Under Management

300

Total Clients

311

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement plan consulting services provided on limited basis.

Retirement plan consulting services provided on limited basis.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bing Michael’s Registration & Firm History

NC

11/09/2022 - Present

Osaic FS, Inc. (CHARLOTTE NC)

NC

04/29/2004 - 02/03/2011

METLIFE SECURITIES INC. (CHARLOTTE NC)

NC

04/29/2004 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (CHARLOTTE NC)

NY

12/12/2002 - 12/02/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 01/07/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 12/11/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bing C Michael.
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