Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Zeiter is a financial professional with over 20 years of experience in the financial services industry. Michael is currently registered with Osaic Wealth, Inc. Michael's career includes positions at MML Investors Services, LLC, MSI Financial Services, Inc., and Foresters Equity Services, Inc. Michael has a broad range of experience in the industry. Michael's areas of focus include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Michael is committed to providing clients with personalized financial guidance and support to help them 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.
1
2
CA
06/03/2024 - Present
Osaic Wealth, Inc. (LA JOLLA CA)
CA
03/25/2017 - 11/28/2023
MML INVESTORS SERVICES, LLC (SAN DIEGO CA)
CA
07/24/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
12/04/2007 - 07/27/2015
MML INVESTORS SERVICES, LLC (MODESTO CA)
CA
09/24/2001 - 11/08/2007
FORESTERS EQUITY SERVICES, INC. (MODESTO CA)
BC
Issued 10/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Zeiter is the right advisor for you? Invested Better is here to help.
