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 Miller is a financial advisor registered with Osaic Wealth, Inc.. Michael has been in the financial services industry since August 25, 2011 and holds the Series 63, Series 66 and Series 7 licenses. Michael is also a Certified Financial Planner. In addition to Michael's work with Osaic Wealth, Inc., Michael is also a landlord. Michael is located in COLLINGSWOOD, NJ and works with high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.
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
NJ
01/24/2025 - Present
Osaic Wealth, Inc. (COLLINGSWOOD NJ)
NJ
10/29/2007 - 04/26/2010
NEXT FINANCIAL GROUP, INC. (NORTHFIELD NJ)
NJ
10/18/2006 - 11/07/2007
MULTI-FINANCIAL SECURITIES CORPORATION (NORTHFIELD NJ)
NY
12/07/2005 - 10/09/2006
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 02/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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