Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Francis Egan is a financial professional with over two decades of experience in the industry. Michael currently works for Osaic Wealth, Inc., a firm with a strong focus on financial planning and portfolio management for both individuals and businesses. Michael's career spans various roles, including positions with Park Avenue Securities LLC, MML Investors Services, Inc., MetLife Securities Inc., and Hornor, Townsend & Kent, Inc., demonstrating a breadth of experience in the financial services sector. Michael holds a Series 66, Series 7, and SIE licenses. Michael is registered as a broker-dealer in Connecticut, Delaware, Florida, Maryland, New Jersey, New York, North Carolina, Pennsylvania, and Virginia. Michael's expertise extends beyond securities to include insurance services, providing comprehensive financial guidance to clients.
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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NY
10/11/2024 - Present
Osaic Wealth, Inc. (Syosset NY)
NY
12/20/2010 - 01/25/2013
PARK AVENUE SECURITIES LLC (WOODBURY NY)
NY
02/10/2010 - 10/19/2010
MML INVESTORS SERVICES, INC. (NEW YORK NY)
NY
07/09/2007 - 01/22/2010
METLIFE SECURITIES INC. (GARDEN CITY NY)
NY
03/16/2005 - 07/05/2007
HORNOR, TOWNSEND & KENT, INC. (UNIONDALE NY)
PA
07/15/2003 - 03/02/2005
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NY
10/22/1999 - 07/07/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
10/22/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 12/20/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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