Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael D'epagnier is a financial advisor at Osaic Wealth, Inc., a firm with a focus on helping individuals, families, and businesses achieve their financial goals. Michael has been in the financial industry since 1990 and has a deep understanding of the markets. Michael is dedicated to providing personalized financial advice and working with clients to develop a plan to meet their specific needs.
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
CO
06/10/2024 - Present
Osaic Wealth, Inc. (BRIGHTON CO)
CO
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BRIGHTON CO)
AZ
11/16/1998 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
01/24/1997 - 11/16/1998
UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)
WI
04/08/1991 - 01/31/1997
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
CA
01/04/1997 - 01/07/1997
UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)
GA
09/27/1990 - 04/16/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1992
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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