Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlene? Claim Your ProfileMarlene Kaltz has been a financial advisor for over 23 years. She is a registered representative and investment advisor with Osaic Wealth, Inc. and previously worked with SAGEPOINT FINANCIAL, INC., SUMMIT BROKERAGE SERVICES, INC., VALIC FINANCIAL ADVISORS, INC. and THE VARIABLE ANNUITY MARKETING COMPANY. Marlene Kaltz is licensed in Michigan and Florida. She offers various financial planning services, including portfolio management for individuals and businesses. She is also experienced in pension consulting and provides educational seminars.
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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MI
09/01/2023 - Present
Osaic Wealth, Inc. (Oakland Township MI)
MI
08/13/2010 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (Oakland Township MI)
MI
05/03/2010 - 08/17/2010
SUMMIT BROKERAGE SERVICES, INC. (TROY MI)
MI
05/04/2000 - 05/06/2010
VALIC FINANCIAL ADVISORS, INC. (AUBURN HILLS MI)
TX
05/04/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 09/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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