Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Douglas Gleason is a financial advisor at Osaic Wealth, Inc., with over 30 years of experience in the financial industry. Michael has a background in various firms including John Hancock Distributors, Inc., IDS Life Insurance Company, and USAA Investment Management Company. Michael is registered with the Securities and Exchange Commission (SEC) and holds the Series 7, 24, and 63 licenses. Michael is a Chartered Financial Consultant and offers a variety of financial services to individuals and businesses including financial planning, pension consulting, and portfolio management.
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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TX
09/27/2019 - Present
Osaic Wealth, Inc. (SAN ANTONIO TX)
TX
08/18/2017 - 11/02/2018
SIGNATOR INVESTORS, INC. (SAN ANTONIO TX)
TX
03/02/2016 - 09/11/2017
BOK FINANCIAL SECURITIES, INC. (SAN ANTONIO TX)
TX
04/16/2009 - 08/18/2016
WEAVER TIDWELL CAPITAL, LLC (SAN ANTONIO TX)
TX
03/07/2001 - 05/01/2009
1ST GLOBAL CAPITAL CORP. (SAN ANTONIO TX)
TX
01/25/1999 - 03/07/2001
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
MN
06/12/1997 - 12/14/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/12/1997 - 12/14/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
TX
06/05/1990 - 05/23/1997
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
MA
05/31/1989 - 12/13/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
05/31/1989 - 12/13/1989
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
07/19/1988 - 02/15/1989
INVESTMENT BROKERS OF AMERICA
BC
Issued 07/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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