Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Reese is an investment advisor representative at Osaic Wealth, Inc. Michael has been in the financial services industry since 2001 and has experience in providing financial planning, portfolio management, and other advisory services to individuals, corporations, and charitable organizations. Michael is also a registered representative with FINRA.
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
VA
06/14/2024 - Present
Osaic Wealth, Inc. (LEESBURG VA)
MD
08/02/2018 - 06/14/2024
SECURITIES AMERICA, INC. (BETHESDA MD)
MD
11/30/2012 - 08/03/2018
CENTAURUS FINANCIAL, INC. (BETHESDA MD)
MD
10/01/2008 - 12/14/2012
LPL FINANCIAL LLC (BETHESDA MD)
MD
08/20/2001 - 10/03/2008
TRANSAMERICA FINANCIAL ADVISORS, INC. (BETHESDA MD)
IA
Issued 07/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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