Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Deguchi is a financial advisor at Osaic Wealth, Inc. Michael has been in the financial services industry since 1998. Michael is registered in Arkansas, California, Connecticut, Indiana, Missouri, and Texas. Michael is also registered as an Investment Advisor Representative in Texas. Michael has a Series 7 and Series 63 license. Michael also has a Securities Industry Essentials (SIE) license. Michael has experience working with a variety of clients, including individuals, families, businesses, and institutions. Michael has a passion for helping people achieve their financial goals. Prior to joining Osaic Wealth, Michael worked at Securities America, Inc. and Kestra Investment Services, LLC. Michael also has experience in insurance and consulting.
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
TX
06/14/2024 - Present
Osaic Wealth, Inc. (Addison TX)
TX
03/31/2017 - 06/14/2024
SECURITIES AMERICA, INC. (Addison TX)
TX
03/23/2007 - 04/05/2017
KESTRA INVESTMENT SERVICES, LLC (ADDISON TX)
TX
08/06/1998 - 03/26/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (DE SOTO TX)
IN
08/06/1998 - 04/04/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 08/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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