Unclaimed
Michael Harris Sears is a financial advisor with Osaic Wealth, Inc. Michael has been in the financial services industry for over 30 years. Michael has a broad range of experience and has worked with a variety of clients, including high-net-worth individuals, families, businesses, and charitable organizations. Michael is a highly qualified advisor with a strong track record of success.
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.
1
2
FL
06/04/2024 - Present
Osaic Wealth, Inc. (ENGLEWOOD FL)
VA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (VIRGINIA BEACH VA)
FL
12/01/2006 - 03/01/2019
QUESTAR CAPITAL CORPORATION (ENGLEWOOD FL)
VA
01/10/2005 - 12/01/2006
USALLIANZ SECURITIES, INC. (VIRGINIA BEACH VA)
FL
01/04/1999 - 12/31/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
07/11/1995 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
VA
04/26/1994 - 07/26/1995
DAVENPORT & CO. OF VIRGINIA, INC. (RICHMOND VA)
NJ
02/03/1992 - 04/29/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 08/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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