Unclaimed
Michael Frontino is an Investment Advisor Representative at Osaic Wealth, Inc. Michael has been working in the financial industry since 1988. Michael has experience with a variety of clients including high-net-worth individuals, corporations, and pension and profit-sharing plans. Michael specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Michael is licensed to sell Life and Health Insurance and is a licensed Investment Advisor Representative in West Virginia, Alabama, District of Columbia, Florida, Maryland, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia.
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
WV
01/19/2024 - Present
Osaic Wealth, Inc. (SOUTH CHARLESTON WV)
WV
03/06/2007 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SOUTH CHARLESTON WV)
WV
07/06/2005 - 03/06/2007
CHASE INVESTMENT SERVICES CORP. (ST. ALBANS WV)
IL
07/31/2002 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NE
08/20/1999 - 08/02/2002
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
WI
10/18/1993 - 06/27/1994
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
MA
09/06/1983 - 08/24/1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
09/06/1983 - 09/19/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 10/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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