Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Milas is an active investment advisor representative registered with Osaic Wealth, Inc. Michael's professional experience includes various roles in the financial services industry, including positions with Waddell & Reed, Transamerica Financial Advisors, Inc., Premier Financial Advisors LLC, and GFA Financial Group. Michael holds the Series 7 and Series 66 licenses, and is registered in 27 states. Michael works with a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Michael offers a variety of financial services, including investment advisory, insurance, and financial planning.
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
07/31/2019 - Present
Osaic Wealth, Inc. (TAMPA FL)
MD
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (LAUREL MD)
FL
03/04/2015 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (CLEARWATER FL)
FL
06/13/2008 - 03/06/2015
WADDELL & REED (TAMPA FL)
BOTH
Issued 07/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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