Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jacob Hass is a financial advisor with Osaic Wealth, Inc. based in Sarasota, FL. Michael has been in the financial services industry since 1993. Michael holds FINRA Series 7, 8, 9, 10, 63, and 66 licenses. Michael also has experience in other areas of financial services, such as insurance and real estate.
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
FL
01/19/2024 - Present
Osaic Wealth, Inc. (Sarasota FL)
MI
12/18/2002 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (TROY MI)
SC
03/02/2001 - 01/07/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MI
06/16/1997 - 03/05/2001
COMERICA SECURITIES (DETROIT MI)
MI
12/17/1993 - 06/04/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
MN
06/23/1993 - 12/10/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/23/1993 - 12/10/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/26/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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