Unclaimed
Michael Johnson is a financial advisor with over 35 years of experience in the industry. He has been registered with the SEC since 1986. Michael is currently registered with Osaic Wealth, Inc., a firm with over 35,000 clients and $94 billion in assets under management. Michael provides financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Michael is also a licensed insurance agent, selling life, health, and long-term care insurance.
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
DE
01/19/2024 - Present
Osaic Wealth, Inc. (GEORGETOWN DE)
DE
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (GEORGETOWN DE)
DE
07/21/1999 - 03/01/2019
QUESTAR CAPITAL CORPORATION (GEORGETOWN DE)
AZ
02/20/1998 - 07/20/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NE
09/10/1993 - 02/19/1998
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
04/23/1992 - 09/13/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
05/11/1987 - 12/20/1991
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
07/29/1986 - 05/18/1987
METLIFE SECURITIES INC.
NA
07/28/1986 - 05/08/1987
METROPOLITAN LIFE INSURANCE COMPANY
IA
Issued 01/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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