Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jason Silver is a financial advisor with over 28 years of experience in the industry. Michael is registered with Baron Silver Stevens Financial Advisors, LLC and Osaic Wealth, Inc. Michael has a broad range of experience including portfolio management for individuals and businesses, financial planning and educational seminars. Michael is a Certified Financial Planner and holds Series 6, 7, 24 and 63 licenses as well as the SIE.
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
08/01/2023 - Present
Osaic Wealth, Inc. (BOCA RATON FL)
IN
06/16/1999 - 03/04/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/16/1999 - 03/04/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
02/05/1998 - 06/21/1999
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
MA
10/14/1994 - 02/02/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CA
08/11/1994 - 08/30/1994
PENSION INVESTORS SECURITIES CORPORATION (LOS ANGELES CA)
BC
Issued 02/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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