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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Nelan is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with Osaic Wealth, INC. and is a licensed investment advisor in California and Texas. Michael has worked with many clients, primarily high net worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. Michael's firm, Osaic Wealth, Inc., offers a variety of services to clients including financial planning, portfolio management, and educational seminars. Michael focuses on building strong relationships with clients to help them reach their financial goals.
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
08/08/2023 - Present
Osaic Wealth, Inc. (FAIR OAKS CA)
CA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (FAIR OAKS CA)
CA
05/29/1997 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (GOLD RIVER CA)
CT
06/24/1996 - 05/05/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NA
11/25/1986 - 11/03/1988
AMERITAS INVESTMENT CORP.
NA
03/19/1987 - 05/14/1987
UR FINANCIAL, INC., A CALIFORNIA CORPORATION
NA
04/10/1986 - 11/11/1986
MONY SECURITIES CORP.
NA
07/02/1985 - 03/05/1986
SMA EQUITIES, INC.
NA
03/11/1985 - 06/12/1985
SECURITY FIRST FINANCIAL, INC.
NA
09/13/1984 - 11/13/1984
FIRST INVESTORS CORPORATION
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2007
Series 7 - General Securities Representative Examination
BC
Issued 6/21/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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