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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 Bentley is an investment advisor representative with Osaic Wealth, Inc. Michael has been in the financial services industry since 2015. Michael's previous experience includes roles at SagePoint Financial, Inc., Wells Fargo Clearing Services, LLC, Allstate Financial Services, LLC and Fidelity Brokerage Services LLC. Michael has a Series 66, Series 7, and SIE license. Michael specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Michael's firm has over 396,911 clients and manages approximately 94.56 trillion in assets.
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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AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
09/23/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AL
07/12/2021 - 05/09/2022
WELLS FARGO CLEARING SERVICES, LLC (AUBURN AL)
AL
03/09/2017 - 04/23/2021
ALLSTATE FINANCIAL SERVICES, LLC (BIRMINGHAM AL)
FL
11/03/2015 - 11/10/2016
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 12/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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