Unclaimed
Michael Andrew Dollins is an investment advisor representative with Osaic Wealth, Inc. Michael is registered with the state of California and Texas as both a broker-dealer and an investment advisor. Michael has been in the industry since 1990. Michael is also a registered principal with Osaic Wealth, Inc.
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
CA
06/14/2024 - Present
Osaic Wealth, Inc. (LOS ALAMITOS CA)
CA
10/30/2017 - 06/14/2024
SECURITIES AMERICA, INC. (LOS ALAMITOS CA)
CA
04/30/2009 - 11/03/2017
NATIONAL PLANNING CORPORATION (LONG BEACH CA)
CA
09/02/1992 - 05/04/2009
ROYAL ALLIANCE ASSOCIATES, INC. (LONG BEACH CA)
GA
06/19/1992 - 09/04/1992
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
MN
10/31/1990 - 06/23/1992
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 02/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1993
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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