Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dennis Reagan is a financial advisor with over 30 years of experience in the industry. Michael has been registered with Oppenheimer & Co. Inc. since December 2011. Previously, Michael worked at Raymond James & Associates, Inc. and Citigroup Global Markets Inc., among other firms. Michael is a licensed Investment Advisor Representative in Ohio. Michael holds Series 7, 9, 10, 31, 63 and 65 licenses as well as the SIE and Series 99TO. Michael specializes in retirement planning, estate planning, mutual funds and annuities. Michael is dedicated to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
OH
12/21/2011 - Present
Oppenheimer & Co. Inc. (CINCINNATI OH)
OH
05/05/2006 - 12/20/2011
RAYMOND JAMES & ASSOCIATES, INC. (CINCINNATI OH)
OH
02/21/2006 - 05/20/2006
CITIGROUP GLOBAL MARKETS INC. (CINCINNATI OH)
MD
04/30/1999 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MO
10/29/1993 - 05/03/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
OH
01/20/1988 - 11/12/1993
THE OHIO COMPANY (CINCINNATI OH)
IA
Issued 11/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/06/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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