Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gabriel Ferrera is a financial advisor who has been in the industry since September 1994. Michael is currently registered with Osaic Wealth, Inc. and has been with the firm since September 2023. Michael has a wide range of experience, having previously worked with SAGEPOINT FINANCIAL, INC. and SUNAMERICA SECURITIES, INC.. Michael's professional designations include the Series 6, 7, 24, 51, 63, and 65 licenses. He is also a Registered Representative of FINRA. Michael is committed to providing his clients with the highest level of personalized service.
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
CA
09/01/2023 - Present
Osaic Wealth, Inc. (ONTARIO CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ONTARIO CA)
AZ
09/29/1994 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 03/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/01/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Ferrera is the right advisor for you? Invested Better is here to help.
