Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lockwood is a financial advisor with Osaic Wealth, Inc. based in Irvine, California. Michael has been in the financial industry since 1987 and has a strong track record of helping clients achieve their financial goals. Michael is a Registered Representative (Series 7, 6, and 63) and offers a wide range of financial services including financial planning, retirement planning, and investment management. Michael is also a licensed insurance agent, and provides insurance products including fixed and indexed annuities, disability, and traditional life insurance. Michael works with individuals, families, businesses and retirement plans. Michael is committed to providing his clients with personalized service and customized financial solutions.
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.
1
2
CA
01/24/2025 - Present
Osaic Wealth, Inc. (IRVINE CA)
CA
08/12/1987 - 05/16/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (IRVINE CA)
NA
08/12/1987 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
BC
Issued 10/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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