Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Donald Ozburn is a financial advisor registered with Buckingham Strategic Partners, LLC. Michael has been in the financial industry since 1998. Michael is a Certified Financial Planner and is registered to provide advisory services in 51 states, as well as Louisiana and Texas. Michael has a strong background in investment management and financial planning. In addition to his experience with Buckingham Strategic Partners, LLC, Michael has also worked for Loring Ward Securities Inc., CNL Securities Corp., Wells Investment Securities, Inc., NYLIFE Securities Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Strategic management for diversified investment portfolios.
Turnkey asset management provider
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.
Fee sharing with independent registered investment advisors
1
2
TN
01/13/2023 - Present
Buckingham Strategic Partners, LLC (LOOKOUT MOUNTAIN TN)
CA
03/12/2014 - 10/29/2018
LORING WARD SECURITIES INC. (SAN JOSE CA)
FL
07/18/2012 - 03/11/2014
CNL SECURITIES CORP. (ORLANDO FL)
GA
10/04/1999 - 05/24/2012
WELLS INVESTMENT SECURITIES,INC. (NORCROSS GA)
NY
12/23/1998 - 02/22/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
08/28/1997 - 05/22/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 02/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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