Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Newman is a financial advisor with Osaic Wealth, Inc. Michael has been in the financial services industry since March 19, 1973. Michael has experience in providing financial advice to individuals and businesses. Michael is registered with the state of New Jersey as an Investment Advisor Representative (IAR) and has been registered as a broker-dealer with Signator Investors, Inc. for over 25 years. Michael specializes in providing financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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
NJ
11/02/2018 - Present
Osaic Wealth, Inc. (LIVINGSTON NJ)
NJ
03/30/1994 - 11/02/2018
SIGNATOR INVESTORS, INC. (LIVINGSTON NJ)
MA
03/30/1994 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
DE
03/09/1973 - 03/18/1994
PML SECURITIES COMPANY (NEWARK DE)
NA
01/13/1977 - 01/18/1980
HIGHAM-WHITRIDGE SECURITIES, INC.
IA
Issued 04/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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