Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Carmichael is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Osaic Wealth, Inc. as a Registered Representative and Investment Advisor Representative. Michael has held previous roles at SAGEPOINT FINANCIAL, INC. and VOYA FINANCIAL ADVISORS, INC. Michael offers a range of services including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals. Michael is licensed in 49 states and the District of Columbia as a broker and 6 states as an investment advisor.
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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AZ
09/01/2023 - Present
Osaic Wealth, Inc. (TUCSON AZ)
AZ
07/29/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (TUCSON AZ)
AZ
01/01/2004 - 08/03/2020
VOYA FINANCIAL ADVISORS, INC. (TUCSON AZ)
IA
11/30/2001 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
Issued 05/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/29/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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