Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Andrew Coracy is a financial advisor with over 24 years of experience in the financial services industry. Michael has a strong background in investment advising, financial planning and insurance brokerage. Michael has been registered with Osaic Wealth, Inc. since January 2024. Prior to that, Michael worked at Woodbury Financial Services, Inc. and SII Investments, Inc. Michael is licensed to sell securities in Illinois, Kentucky, Missouri, South Carolina, Texas, and Wisconsin. Michael has been a registered representative since December 1998.
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
01/19/2024 - Present
Osaic Wealth, Inc. (TRENTON IL)
IL
01/08/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (TRENTON IL)
IL
05/25/2012 - 12/31/2017
SII INVESTMENTS, INC. (MORTON IL)
IL
01/12/1999 - 05/24/2012
PFS INVESTMENTS INC. (SPRINGFIELD IL)
IA
Issued 08/03/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2016
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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