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Michael David Mines

Osaic Wealth, Inc.

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About Michael David Mines

Michael Mines is a financial professional with over 5 years of experience in the industry. Michael is currently registered with Osaic Wealth, Inc. in New York. Michael has previously been registered with Equitable Advisors, LLC. Michael has a Series 7, Series 66, and SIE license. Michael is also licensed in Alabama, Arizona, California, Connecticut, Florida, Indiana, New Jersey, New York, North Carolina, and Oregon. Michael specializes in providing financial planning services to individuals and businesses. Michael also has experience in portfolio management, pension consulting, and educational seminars.

Firm Information

Michael Mines is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Mines’s Registration & Firm History

NY

12/13/2024 - Present

Osaic Wealth, Inc. (PLAINVIEW NY)

NY

03/14/2019 - 08/13/2021

EQUITABLE ADVISORS, LLC (WOODBURY NY)

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Licenses & Designations

BOTH

Issued 04/17/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/14/2019

Series 7TO - General Securities Representative Examination

BC

Issued 12/10/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael David Mines.
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