Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Charles Pizzi is a financial advisor with over 24 years of experience in the financial services industry. Michael is currently registered with Osaic Wealth, Inc. and holds licenses to provide investment advisory services in Arizona, California, Missouri, and New Mexico. Prior to joining Osaic Wealth, Inc. Michael worked at Securities America, Inc., Brecek & Young Advisors, Inc. and Royal Alliance Associates, Inc. Michael is a Certified Public Accountant (CPA) and has extensive experience in tax preparation. Michael is also a board member of Tempe Diablos Charities, Inc. He is committed to providing personalized financial advice to help individuals and families achieve their financial goals.
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
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (TEMPE AZ)
AZ
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (TEMPE AZ)
AZ
08/01/2002 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (TEMPE AZ)
AZ
11/26/1999 - 07/31/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BOTH
Issued 05/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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