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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Douglas Arner is a financial advisor with Osaic Wealth, Inc. based in Charlotte, North Carolina. Michael Arner has been in the industry since June 6, 2009 and is registered with the state of North Carolina. Michael Arner has experience working for a number of financial firms, including Securities America, Inc., Investacorp, Inc., VALIC Financial Advisors, Inc., PNC INVESTMENTS, E*TRADE SECURITIES LLC, Fidelity Brokerage Services LLC, Morgan Stanley Smith Barney, and Princor Financial Services Corporation. Michael Arner also has experience with a number of financial products, including futures managed funds. Michael Arner's specialties include financial planning, pension consulting, and educational seminars.
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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2
NC
06/14/2024 - Present
Osaic Wealth, Inc. (Charlotte NC)
NC
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Charlotte NC)
NC
04/28/2020 - 07/17/2020
INVESTACORP, INC. (Charlotte NC)
SC
05/30/2017 - 05/24/2018
VALIC FINANCIAL ADVISORS, INC. (COLUMBIA SC)
NC
03/04/2016 - 08/10/2016
PNC INVESTMENTS (CHARLOTTE NC)
NC
05/10/2013 - 11/12/2015
E*TRADE SECURITIES LLC (CHARLOTTE NC)
NC
04/17/2012 - 04/12/2013
FIDELITY BROKERAGE SERVICES LLC (CARY NC)
NC
07/19/2010 - 09/06/2011
MORGAN STANLEY SMITH BARNEY (CHARLOTTE NC)
NC
03/01/2006 - 06/18/2009
PRINCOR FINANCIAL SERVICES CORPORATION (CHARLOTTE NC)
NC
10/26/2005 - 12/15/2005
RBC CENTURA SECURITIES, INC. (KANNAPOLIS NC)
NJ
04/20/2004 - 09/02/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 10/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 04/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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