Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Grand is a financial advisor with Osaic Wealth, Inc., based in Jericho, NY. Michael has been working in the financial industry since July 14, 2006. Michael holds a number of licenses and certifications, including Series 7, 63, 65, and 24. Michael is a Certified Financial Planner and has experience working with a variety of clients, including individuals, families, and businesses.
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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NY
04/01/2024 - Present
Osaic Wealth, Inc. (JERICHO NY)
NY
04/16/2019 - 04/04/2024
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
NY
02/14/2011 - 11/16/2018
PIMCO INVESTMENTS LLC (NEW YORK NY)
NY
11/09/2010 - 02/14/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
NY
02/17/2009 - 11/12/2010
MML INVESTORS SERVICES, INC. (NEW YORK NY)
NY
06/12/2007 - 12/01/2008
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
NY
11/18/2005 - 05/30/2007
CHASE INVESTMENT SERVICES CORP. (VALLEY COTTAGE NY)
IA
Issued 12/10/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/16/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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