Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Edward Menning is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with Osaic Wealth, Inc. and has been with the firm since September 2023. Prior to joining Osaic Wealth, Inc., Michael was with SAGEPOINT FINANCIAL, INC., from October 2013 to September 2023. Michael is a Chartered Financial Consultant and holds a number of licenses including Series 7, Series 6, Series 22, Series 24, Series 52TO, Series 53, and Series 63.
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
OH
09/01/2023 - Present
Osaic Wealth, Inc. (DUBLIN OH)
OH
10/28/2013 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (DUBLIN OH)
OH
04/04/1991 - 10/31/2013
NEW ENGLAND SECURITIES (COLUMBUS OH)
BC
Issued 08/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/24/1996
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/03/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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