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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Smith is a financial advisor with over 27 years of experience in the industry. Michael currently works at Osaic Wealth, Inc. and specializes in financial planning, pension consulting, and portfolio management. Michael has a broad range of experience with both individuals and businesses. Michael is licensed to provide investment advisory services in Alabama, Florida, Louisiana, Michigan, Mississippi, and Texas.
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
AL
09/01/2023 - Present
Osaic Wealth, Inc. (BIRMINGHAM AL)
AL
04/23/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BIRMINGHAM AL)
AL
08/14/2018 - 04/26/2021
SECURIAN FINANCIAL SERVICES, INC. (Birmingham AL)
AL
03/25/2017 - 08/13/2018
MML INVESTORS SERVICES, LLC (BIRMINGHAM AL)
AL
10/12/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
FL
02/24/2010 - 10/14/2010
NEW ENGLAND SECURITIES (JACKSONVILLE FL)
FL
03/05/1996 - 02/25/2010
METLIFE SECURITIES INC. (JACKSONVILLE FL)
AL
03/05/1996 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BIRMINGHAM AL)
IA
Issued 07/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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