Unclaimed
Michael Edward Camferdam is a financial advisor currently working for Osaic Wealth, Inc. based in Pensacola, Florida. Michael has been in the financial industry for over 30 years and is a Certified Financial Planner. Michael holds registrations in multiple states including Florida, Georgia, Mississippi and others, and has a strong background in providing investment advisory services. Michael is committed to helping clients achieve their financial goals and offers a variety of financial services including financial planning, pension consulting, educational seminars 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.
1
2
FL
10/07/2019 - Present
Osaic Wealth, Inc. (PENSACOLA FL)
FL
02/13/2013 - 04/11/2013
RAYMOND JAMES & ASSOCIATES, INC. (PENSACOLA FL)
FL
04/12/2001 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (PENSACOLA FL)
AL
01/21/1992 - 04/12/2001
REGIONS INVESTMENT COMPANY, INC. (BIRMINGHAM AL)
NA
06/11/1990 - 09/24/1991
EDEN FINANCIAL FUNDS GROUP, INC.
CA
11/30/1988 - 07/24/1991
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NA
07/17/1987 - 12/17/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
01/26/1987 - 08/06/1987
SHEARSON LEHMAN BROTHERS INC.
NA
09/24/1985 - 02/02/1987
THE ROBINSON-HUMPHREY COMPANY INC.
IA
Issued 11/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1985
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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