Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bean is a financial advisor based in Atlanta, Georgia with over 20 years of experience in the financial services industry. Michael has a deep understanding of investment strategies, financial planning, and tax optimization. Michael's dedication to providing personalized solutions and his expertise in wealth management make him a valuable advisor for individuals and families seeking to achieve their financial goals. Currently, Michael is registered with OSAIC WEALTH, INC. He previously held positions at Woodbury Financial Services, Inc. and QUESTAR CAPITAL CORPORATION.
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
GA
01/19/2024 - Present
Osaic Wealth, Inc. (ATLANTA GA)
GA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
09/11/2007 - 03/01/2019
QUESTAR CAPITAL CORPORATION (ATLANTA GA)
GA
03/29/2006 - 09/10/2007
TRIAD ADVISORS, INC. (ATLANTA GA)
DE
09/03/2003 - 03/30/2006
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BOTH
Issued 10/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/2/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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