Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Holliday is a financial advisor with Osaic Wealth, Inc. in Scottsdale, Arizona. Michael has been in the financial services industry since 2000. Michael is licensed to provide investment advice in Arizona and California. The firm has offices in Scottsdale and Phoenix. Michael has experience working with a wide range of clients, including individuals, families, businesses, and charitable organizations. The firm provides financial planning, portfolio management, pension consulting and educational seminars.
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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AZ
07/31/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
06/11/2020 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NY
06/11/2020 - 06/24/2024
LADENBURG THALMANN & CO. INC. (NEW YORK NY)
NE
06/11/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
12/21/2016 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
01/19/2011 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
WA
06/11/2020 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
TN
06/11/2020 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (KNOXVILLE TN)
FL
06/11/2020 - 09/16/2020
INVESTACORP, INC. (MIAMI FL)
AZ
05/24/2005 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IL
12/03/2004 - 05/25/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
10/21/2004 - 05/24/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
09/06/2000 - 12/31/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MN
02/25/1998 - 08/07/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/25/1998 - 08/07/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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