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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 Deanzeris is a financial advisor with over 30 years of experience in the industry. Michael currently works for Osaic Wealth, Inc., a firm with a focus on providing financial planning and investment management services. Michael's prior experience includes roles with SAGEPOINT FINANCIAL, INC. and AMERICAN GENERAL SECURITIES INCORPORATED. Michael is registered in 24 states and holds Series 6, 26, and 63 licenses as well as the SIE exam. Michael specializes in a wide range of investment strategies including portfolio management, investment management, and pension consulting.
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
CT
09/01/2023 - Present
Osaic Wealth, Inc. (BROOKFIELD CT)
CT
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BROOKFIELD CT)
CT
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (BROOKFIELD CT)
TX
06/16/1992 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 12/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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