Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Massrock is a financial advisor with Osaic Wealth, Inc. He has been in the financial services industry since 2003 and has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Michael holds Series 7, 24, and 66 securities licenses and is registered in 33 states. His current firm, Osaic Wealth, Inc. has been in business since 2015 and serves a wide range of clients. The firm has over 43,000 clients with more than $94 billion in assets under management. Michael has experience providing financial planning services, pension consulting, and educational seminars. He is dedicated to helping clients achieve their financial goals and providing them with the best possible service.
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
01/22/2024 - Present
Osaic Wealth, Inc. (Hudson FL)
FL
12/05/2019 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (Hudson FL)
NC
09/03/2015 - 12/06/2019
INNOVATION PARTNERS LLC (CHARLOTTE NC)
FL
12/05/2011 - 11/22/2013
INNOVATION PARTNERS LLC (CLEARWATER FL)
FL
12/09/2010 - 11/23/2011
QUESTAR CAPITAL CORPORATION (CLEARWATER FL)
FL
11/05/2001 - 12/15/2010
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
BOTH
Issued 01/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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