Unclaimed
Michael Palazzolo is a financial advisor with Osaic Wealth, Inc. based in Scottsdale, AZ. Michael has over 29 years of experience in the financial services industry. Michael has a strong track record of helping individuals and families achieve their financial goals. Michael is also a registered representative of Park Avenue Securities LLC. Michael holds the Series 7, Series 63, and Series 66 securities licenses.
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
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
03/03/2005 - 07/07/2014
PARK AVENUE SECURITIES LLC (WOODBURY NY)
NJ
04/29/2002 - 03/21/2005
RYAN BECK & CO. (FLORHAM PARK NJ)
NY
10/31/2001 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
09/04/1996 - 10/30/2001
W.J. NOLAN & COMPANY, INC. (NEW YORK NY)
NA
02/15/1995 - 09/27/1996
KENSINGTON WELLS INCORPORATED
BOTH
Issued 01/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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