Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Chernoff is a financial advisor with over 45 years of experience in the industry. Michael is currently registered with Osaic Wealth, Inc. in Tampa, Florida. Previously, Michael was registered with SAGEPOINT FINANCIAL, INC. from 2008 to 2023. Michael is also a licensed insurance agent and has been in the insurance business since 1975. Michael holds a Series 65, Series 63, and Series 24 license, and is currently registered with the state of Florida as an Investment Advisor Representative. Michael specializes in financial planning, portfolio management, and insurance products.
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
FL
09/01/2023 - Present
Osaic Wealth, Inc. (TAMPA FL)
FL
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (TAMPA FL)
FL
10/01/1997 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (TAMPA FL)
NY
12/07/1984 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
MN
05/24/1994 - 12/31/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
NA
11/01/1977 - 11/26/1984
METLIFE SECURITIES INC.
NA
11/01/1977 - 11/26/1984
METROPOLITAN LIFE INSURANCE COMPANY
IA
Issued 09/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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