Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McPhail is a financial advisor registered with Osaic Wealth, Inc. Michael is a licensed advisor with over 20 years of experience. Michael has a strong track record of helping clients reach their financial goals and is dedicated to providing personalized and comprehensive financial advice. Michael's experience includes working with a variety of clients, including individuals, families, businesses, and retirement plans.
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
AZ
01/24/2025 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
IN
11/03/2004 - 04/12/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
ME
07/24/2002 - 09/23/2003
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
TX
03/15/2001 - 09/28/2001
NFP SECURITIES, INC. (AUSTIN TX)
TX
09/16/1999 - 06/30/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 01/19/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/10/2006
Series 4 - Registered Options Principal Examination
BC
Issued 04/13/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael McPhail is the right advisor for you? Invested Better is here to help.
