Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Litzinger is a financial advisor with over 14 years of experience. Michael currently works at Osaic Wealth, Inc. in Costa Mesa, CA. Michael has previously worked at Woodbury Financial Services, Inc., LPL Financial LLC, PFS Investments Inc., and Morgan Peabody, Inc. Michael is registered with the state of Arizona, California, Nevada and Tennessee. Michael's primary services include financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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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CA
01/19/2024 - Present
Osaic Wealth, Inc. (COSTA MESA CA)
CA
10/16/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (COSTA MESA CA)
CA
10/08/2012 - 08/09/2017
LPL FINANCIAL LLC (NEWPORT BEACH CA)
AZ
01/17/2012 - 09/13/2012
PFS INVESTMENTS INC. (TEMPE AZ)
CA
02/05/2009 - 12/31/2011
PFS INVESTMENTS INC. (ANAHEIM CA)
AZ
07/29/2008 - 10/29/2008
MORGAN PEABODY, INC. (PHOENIX AZ)
BC
Issued 04/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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