Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Griffin is a financial advisor at Osaic Wealth, Inc., a firm with offices across the country. Michael has over 20 years of experience in the financial services industry, and has held licenses and registrations in a variety of states. Michael is a Series 7, Series 24, and Series 66 licensed advisor. Michael's past experience includes working for Woodbury Financial Services, Inc., Invest Financial Corporation, New England Securities, and Signator Investors, Inc. Michael specializes in a variety of areas including financial planning, portfolio management for individuals and businesses, and pension consulting. Michael is also a board member for a number of organizations including the Houston Westside Chamber of Commerce.
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
TX
01/19/2024 - Present
Osaic Wealth, Inc. (HOUSTON TX)
TX
08/23/2005 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (HOUSTON TX)
WI
01/08/2004 - 09/07/2005
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
04/05/2001 - 01/20/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
02/17/1999 - 04/18/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 03/01/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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