Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael D. Veyette is an investment advisor representative who has been in the industry since August 23, 2000. Michael is currently registered with Osaic Wealth, Inc. and has been with the firm since September 2017. Michael has previously held positions at National Planning Corporation, Wachovia Securities, LLC, and WM Financial Services, Inc. Michael is a licensed insurance agent in addition to his investment advisory role.
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
CA
02/22/2023 - Present
Osaic Wealth, Inc. (LOS ALAMITOS CA)
CA
10/01/2003 - 10/05/2017
NATIONAL PLANNING CORPORATION (LOS ALAMITOS CA)
MO
10/12/2001 - 10/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
CA
08/24/2000 - 10/16/2001
WM FINANCIAL SERVICES, INC. (IRVINE CA)
BOTH
Issued 09/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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