Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Brown is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Osaic Wealth, Inc. and has been with the firm since June 2024. Michael has a strong background in both securities and investment advisory services. Michael's previous experience includes roles at Securities America, Inc. and Wall Street Financial Group, Inc., where Michael provided investment advice to a wide range of clients. Michael holds the Series 6 and Series 63 licenses, as well as the SIE exam. Michael specializes in providing financial planning, pension consulting, and educational seminars to individual and business clients. Michael's expertise includes portfolio management, investment advice, and wealth management strategies.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (VICTOR NY)
NY
09/23/2016 - 06/14/2024
SECURITIES AMERICA, INC. (LOCKPORT NY)
NY
10/01/2004 - 09/23/2016
WALL STREET FINANCIAL GROUP, INC. (LOCKPORT NY)
NY
06/26/2001 - 07/29/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
04/04/2001 - 06/11/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
09/28/2000 - 02/16/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 09/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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