Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Satterwhite is a financial advisor with Osaic Wealth, Inc., located in Houston, Texas. Michael has been in the industry since 1990 and has a wide range of experience in financial planning, portfolio management, and pension consulting. Michael also holds Series 6, 26 and 63 licenses, and is a Certified Public Accountant (CPA). Michael is dedicated to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.
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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TX
08/16/2019 - Present
Osaic Wealth, Inc. (HOUSTON TX)
TX
11/29/2017 - 09/09/2019
LPL FINANCIAL LLC (HOUSTON TX)
TX
01/29/2001 - 11/29/2017
NATIONAL PLANNING CORPORATION (HOUSTON TX)
TX
03/21/1990 - 02/08/2001
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 03/19/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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