Unclaimed
Michael St. amour is a financial advisor with Osaic Wealth, Inc. Michael has been in the financial services industry since 1996. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Michael holds several licenses including Series 6, 7, 24, 63, and 65. Michael's firm, Osaic Wealth, Inc. provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services. Michael is licensed in Alabama, Arizona, California, Delaware, Florida, Georgia, Maryland, Massachusetts, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Vermont, Virginia, and Washington.
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
NJ
06/04/2024 - Present
Osaic Wealth, Inc. (Marlton NJ)
NJ
04/19/1996 - 06/15/2007
LINSCO/PRIVATE LEDGER CORP. (HAMILTON NJ)
IA
Issued 07/25/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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