Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony George is a financial professional with over 40 years of experience in the industry. Michael is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in Indiana, Kentucky, Ohio and Texas. Michael has a broad range of experience in the financial services industry, with experience in insurance, investment management and financial planning. Michael has held previous positions with The Lincoln National Life Insurance Company, Integrated Resources Equity Corporation, and Lincoln National Pension Insurance Company. Michael holds both the Series 65 and Series 63 securities licenses and is a Chartered Financial Consultant.
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
OH
01/24/2025 - Present
Osaic Wealth, Inc. (CINCINNATI OH)
IN
12/28/1981 - 05/03/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
03/10/1987 - 07/27/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
12/28/1981 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
IA
Issued 06/16/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 03/18/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/22/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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