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 Shutt is an investment advisor representative at Osaic Wealth, Inc. with over 25 years of experience in the financial services industry. Michael has held previous positions at Raymond James & Associates, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Paine Webber Inc.. Michael has passed the Series 7, Series 24, Series 31, Series 52TO, Series 53 and Series 63 examinations, as well as the Uniform Investment Adviser Law Examination. Michael is registered in Indiana as an Investment Advisor Representative.
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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AZ
01/24/2025 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
IN
07/01/2003 - 04/03/2008
RAYMOND JAMES & ASSOCIATES, INC. (FT. WAYNE IN)
NY
12/06/2001 - 06/02/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
06/29/1998 - 11/26/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 07/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/21/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 06/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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