Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bogseth is a financial advisor registered with Osaic Wealth, Inc. Michael has been working in the securities industry since 2006. Michael is a Certified Financial Planner™ professional and holds Series 4, 7, 24, 53, 63 and 66 licenses. Michael is also registered in Nebraska. Michael has experience working with a variety of clients including individuals, high-net-worth individuals, businesses, corporations, pension and profit sharing plans, and charitable organizations. Michael provides financial planning, portfolio management, and selection of other advisors to clients.
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. (SCOTTSDALE AZ)
NE
12/21/2011 - 06/14/2024
SECURITIES AMERICA, INC. (Omaha NE)
NE
09/30/2010 - 12/23/2011
UBS FINANCIAL SERVICES INC. (OMAHA NE)
NE
10/26/2006 - 10/21/2010
TD AMERITRADE, INC. (BELLEVUE NE)
NE
01/29/2008 - 08/14/2008
TD AMERITRADE CLEARING, INC. (BELLEVUE NE)
BOTH
Issued 11/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/15/2008
Series 4 - Registered Options Principal Examination
BC
Issued 02/26/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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