Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Michails is an experienced financial advisor who has been in the industry since 2003. Currently, Margaret is registered with Osaic Wealth, Inc. in Birmingham, Alabama. Margaret has a strong background in financial services with previous roles at Securities America, Inc., Investcorp, Inc., NFP Advisor Services, LLC, LINSCO/Private Ledger Corp., MetLife Securities Inc., and Metropolitan Life Insurance Company. Margaret is also a Series 6 and Series 63 licensed advisor and holds the Securities Industry Essentials (SIE) Exam designation. Margaret provides financial planning, pension consulting, and educational seminars, in addition to portfolio management services for individuals and businesses.
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.
1
2
AL
06/14/2024 - Present
Osaic Wealth, Inc. (Birmingham AL)
AL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Birmingham AL)
AL
01/07/2016 - 07/17/2020
INVESTACORP, INC. (Birmingham AL)
IL
10/12/2005 - 12/31/2015
NFP ADVISOR SERVICES, LLC (BARRINGTON IL)
SC
10/03/2003 - 10/08/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
05/21/2002 - 09/09/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/21/2002 - 09/09/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 08/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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