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 Phillips is an advisor at Osaic Wealth, Inc.. Michael has been in the industry since 1977 and is currently registered in New Jersey and Texas as both a broker-dealer and an investment advisor representative. Michael is a Certified Financial Planner. In addition to Michael's role at Osaic Wealth, Inc., Michael is also a notary, a partner in Phillips Family LLC, a partner in Phillips Financial Services, Inc., and a commission member of the Lake Topanemus Commission. Michael's professional designations include: Certified Financial Planner. Michael works with individuals, high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations.
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
NJ
11/20/2023 - Present
Osaic Wealth, Inc. (FREEHOLD NJ)
MN
09/09/1988 - 03/19/1990
MIMLIC SALES CORPORATION (ST. PAUL MN)
NA
06/08/1988 - 08/09/1988
HIBBARD BROWN & CO., INC.
NA
02/02/1987 - 05/31/1988
SHERWOOD CAPITAL, INC.
NA
04/01/1977 - 01/31/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 10/28/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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