Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McKinley is an investment advisor representative with Osaic Wealth, Inc. in Scottsdale, Arizona. Michael has been in the financial services industry since February 13, 2019, and has a wealth of experience in providing financial advice and investment management services. Michael specializes in a variety of services including retirement planning, financial planning, investment management, and portfolio management. Michael is a licensed advisor representative with the Series 66, Series 24 and Series 7 exams. Michael previously worked with Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, and Sagepoint Financial, Inc.
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.
1
2
AZ
02/10/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
02/10/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
02/10/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
02/10/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
02/10/2023 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
02/10/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
FL
01/01/2013 - 12/27/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
BOTH
Issued 02/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2024
Series 24 - General Securities Principal Examination
BC
Issued 12/27/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael McKinley is the right advisor for you? Invested Better is here to help.
