Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael David Presley is a financial advisor who has been working in the industry since 2011. Michael is a registered representative of Osaic Wealth, Inc. and is licensed to sell life insurance, fixed annuities, and immediate annuities. Michael has a strong focus on retirement planning and wealth management. He is a Certified Financial Planner™ and has passed multiple exams to demonstrate their expertise in securities and financial planning. Michael is a highly experienced financial advisor with a proven track record of success. He is committed to providing his clients with personalized financial advice and guidance.
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
FL
11/03/2023 - Present
Osaic Wealth, Inc. (PUNTA GORDA FL)
FL
08/24/2011 - 11/03/2023
FSC SECURITIES CORPORATION (PUNTA GORDA FL)
BOTH
Issued 8/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/7/2012
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/23/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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