Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Shea is a financial advisor with over 13 years of experience in the financial services industry. Michael is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in Florida, Ohio and Texas. Michael is also a Certified Financial Planner. Previously, Michael was employed with Signator Investors, Inc., Transamerica Financial Advisors, Inc and MML Investors Services, LLC. Michael has a deep understanding of the financial markets and provides comprehensive financial planning services to individuals, families 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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2
OH
08/12/2019 - Present
Osaic Wealth, Inc. (STRONGSVILLE OH)
OH
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (STRONGSVILLE OH)
OH
12/07/2015 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (STRONGSVILLE OH)
OH
11/03/2009 - 02/24/2011
MML INVESTORS SERVICES, LLC (CLEVELAND OH)
BOTH
Issued 12/30/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/08/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/02/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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