Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Christopher Oakley is a financial advisor with over 30 years of experience in the financial services industry. Michael is registered as a financial advisor in 10 states. Michael is also a Certified Financial Planner. Michael currently works for Osaic Institutions, Inc. and has been with the firm since April 2022. Michael has previously worked at CITIGROUP GLOBAL MARKETS INC., CITICORP INVESTMENT SERVICES, JOSEPHTHAL & CO., INC., SEIDEL & FASANO, INC., PRINCETON FINANCIAL GROUP, INC., LEGEND MERCHANT GROUP, INC., SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED, and BEAR, STEARNS & CO. INC. Osaic Institutions, Inc. has been in business for over 15 years and provides financial advisory services to individuals, families, and businesses. The firm has over 600 employees and manages over $3.6 billion 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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
NY
04/11/2022 - Present
Osaic Institutions, Inc. (New City NY)
NY
05/29/2007 - 02/18/2022
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/29/1998 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NY
01/07/1992 - 07/15/1998
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NY
02/06/1991 - 01/13/1992
SEIDEL & FASANO, INC. (NEW YORK NY)
NA
10/17/1990 - 01/31/1991
PRINCETON FINANCIAL GROUP, INC.
NY
10/01/1990 - 11/05/1990
LEGEND MERCHANT GROUP, INC. (NEW YORK NY)
NY
02/22/1990 - 04/16/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
08/23/1988 - 04/12/1989
BEAR, STEARNS & CO. INC.
IA
Issued 02/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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