Unclaimed
Michael Campbell is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Osaic Wealth, Inc. and has previously worked at Hornor, Townsend & Kent, LLC, Securities America, Inc., U.S. Bancorp Investments, Inc. and SunAmerica Securities, Inc. Michael holds Series 6, 7, 63 and 66 licenses. Michael specializes in providing financial planning and portfolio management services to individuals, businesses, and retirement plans. In addition to Michael's role at Osaic Wealth, Inc., Michael is also involved in various community organizations.
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
WA
11/18/2020 - Present
Osaic Wealth, Inc. (BELLEVUE WA)
WA
04/30/2007 - 11/18/2020
HORNOR, TOWNSEND & KENT, LLC (BELLEVUE WA)
CA
07/01/2002 - 12/05/2006
SECURITIES AMERICA, INC. (LOS ANGELES CA)
MN
12/01/2000 - 05/07/2002
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
AZ
08/01/2000 - 10/13/2000
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 03/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/31/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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