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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Patterson is a financial advisor with Osaic Wealth, Inc., offering a range of financial services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Michael has been in the industry for over 30 years, having experience with various firms including Woodbury Financial Services, Inc., Voya Financial Advisors, Inc., and ING Financial Advisers, LLC. Michael has a broad knowledge of financial products and services, and is committed to providing personalized advice to help clients achieve their financial goals.
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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WI
01/19/2024 - Present
Osaic Wealth, Inc. (GREENFIELD WI)
WI
10/28/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (GREENFIELD WI)
WI
12/22/2010 - 11/02/2020
VOYA FINANCIAL ADVISORS, INC. (MILWAUKEE WI)
WI
09/12/2002 - 12/31/2010
ING FINANCIAL ADVISERS, LLC (MILWAUKEE WI)
PA
07/05/2001 - 10/02/2002
DIRECTED SERVICES, INC. (WEST CHESTER PA)
CT
09/21/2000 - 07/10/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
IL
06/15/1999 - 09/15/2000
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
WI
03/09/1994 - 12/31/1998
STRONG FUNDS DISTRIBUTORS, INC. (MENOMONEE FALLS WI)
IA
07/14/1992 - 03/11/1994
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MA
10/09/1991 - 07/16/1992
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/09/1991 - 07/16/1992
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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