Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lugo is a financial advisor with Osaic Wealth, Inc. Michael has over 20 years of experience in the financial services industry. Michael is registered to provide securities advice and investment advisory services in California, Illinois, Minnesota, New Jersey, New York, and Texas. Michael's areas of expertise include financial planning, portfolio management, and pension consulting. Michael has a Series 6, Series 22, Series 63, and SIE licenses.
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.
1
2
CA
07/26/2004 - Present
Osaic Wealth, Inc. (Irvine CA)
NY
05/03/1999 - 08/02/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
02/13/1989 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
10/06/1982 - 01/30/1989
MML INVESTORS SERVICES, INC.
NA
05/14/1982 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BC
Issued 02/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/13/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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