Unclaimed
Michael Delap is a financial advisor with Osaic Wealth, Inc. Michael has been in the financial services industry since 1992 and has a broad range of experience working with individuals and institutions. Michael has a Series 7, Series 63, Series 9, Series 10, Series 65, and SIE licenses. Michael is also registered with the state of Michigan as an investment advisor representative.
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
MI
06/14/2024 - Present
Osaic Wealth, Inc. (NOVI MI)
MI
09/10/2010 - 06/14/2024
SECURITIES AMERICA, INC. (NOVI MI)
MI
03/04/2002 - 09/20/2010
EQUITAS AMERICA, LLC (FARMINGTON HILLS MI)
IA
02/10/1997 - 03/04/2002
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
CA
08/03/1992 - 02/14/1997
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
IA
Issued 10/21/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/27/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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