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 Rees is a financial advisor with over 37 years of experience in the financial industry. Michael is currently registered with Osaic Wealth, Inc., Osaic Advisory Services, LLC and THE Sherwin Group. Michael has a broad range of experience and is licensed to provide financial advice and investment services in many states. Michael's focus is on providing clients with personalized financial advice and investment management services. Michael is committed to helping clients achieve their financial goals.
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
FL
06/14/2024 - Present
Osaic Wealth, Inc. (St. Petersburg FL)
FL
10/25/2017 - 06/14/2024
SECURITIES AMERICA, INC. (St. Petersburg FL)
FL
07/11/2003 - 10/24/2017
NATIONAL PLANNING CORPORATION (ST. PETERSBURG FL)
CA
04/03/1998 - 07/28/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
02/13/1995 - 04/03/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
NC
05/20/1993 - 12/31/1994
CAPITAL INVESTMENT GROUP, INC. (RALEIGH NC)
NA
02/24/1992 - 10/13/1994
CERTIFIED INVESTMENTS CORPORATION
NA
03/10/1989 - 03/30/1990
ANDREW ALEN SECURITIES, INC.
NA
01/19/1989 - 02/27/1989
ALL-TECH INVESTMENT GROUP, INC.
NA
10/03/1988 - 12/23/1988
B C FINANCIAL CORPORATION
NA
09/25/1984 - 11/03/1988
BLINDER, ROBINSON & CO., INC.
IA
Issued 10/09/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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