Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Devere is an investment advisor representative registered with Osaic FA, Inc. Michael is a licensed investment professional with experience in the financial services industry since 2008. Michael holds several industry licenses, including the Series 6, Series 7, Series 63 and Series 65. Michael is also a licensed insurance agent. Michael has worked with MML Investors Services, LLC and MSI Financial Services, Inc. in the past. Michael has a long history of working with individuals, families, businesses, and retirement plans.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
06/09/2023 - Present
Osaic FA, Inc. (SAN RAMON CA)
CA
03/25/2017 - 06/13/2017
MML INVESTORS SERVICES, LLC (SAN RAMON CA)
CA
08/08/2011 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SAN RAMON CA)
CA
08/28/2008 - 08/10/2011
SIGNATOR INVESTORS, INC. (WALNUT CREEK CA)
IA
Issued 07/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/27/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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