Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Richard Michaels is a financial advisor with over 55 years of experience in the industry. Jerry is currently registered with Osaic Wealth, Inc., and has been with the firm since January 2025. Previously, Jerry was a financial advisor at The Lincoln National Life Insurance Company from August 2002 to March 2006 and at Cigna Financial Advisors, Inc. from October 1967 to June 1998. Jerry is registered to provide financial advice in multiple states, including Arizona, California, Colorado, Florida, Illinois, Indiana, Iowa, Kansas, Kentucky, Michigan, Missouri, New York, Ohio, and Wisconsin. He is also registered as an investment advisor representative in Illinois.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
01/24/2025 - Present
Osaic Wealth, Inc. (CHICAGO IL)
IN
08/01/2002 - 03/27/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
10/16/1967 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 09/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1967
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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