Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gerard OBrien is an Investment Advisor Representative and a Registered Representative. Michael Gerard OBrien has been in the securities industry for over 10 years. He is currently registered with Stratos Wealth Partners, Ltd. and has been associated with the firm since 01/2017. Michael Gerard OBrien has a Series 63, a SIE and a Series 6. The firm has regulatory assets under management of over 12 billion dollars. They provide services such as financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and 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.
Percentage of assets under management with third party managers
1
2
NY
07/24/2020 - Present
Stratos Wealth Partners, Ltd. (Garden City NY)
NJ
10/02/2012 - 12/13/2016
MSI FINANCIAL SERVICES, INC. (SOMERSET NJ)
NA
01/14/1994 - 02/25/1994
THE DREYFUS SERVICE CORPORATION
BC
Issued 10/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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