Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sandeen is a financial advisor at Osaic Wealth, Inc. Michael has been in the financial services industry since 1984. Michael is a Certified Financial Planner™ and holds a Series 7, Series 66 and Series 24 license. Michael is registered in California, Colorado, Florida, Georgia, Massachusetts, Mississippi, Missouri, Montana, North Carolina, Oregon, Pennsylvania, Texas, and Virginia. Michael focuses on providing financial planning and portfolio management services to individuals, businesses, 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.
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2
TX
11/03/2023 - Present
Osaic Wealth, Inc. (HOUSTON TX)
TX
03/31/2003 - 11/03/2023
FSC SECURITIES CORPORATION (HOUSTON TX)
AZ
12/13/2002 - 07/24/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IN
05/03/2000 - 12/18/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 12/18/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
07/10/1986 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NA
04/09/1984 - 10/15/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
06/06/1983 - 02/24/1984
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
BOTH
Issued 10/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1985
Series 3 - National Commodity Futures Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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