Unclaimed
Michael Schaff is a registered representative with Osaic Wealth, Inc. based in Bismarck, North Dakota. Michael has been in the financial services industry since 2002. Prior to joining Osaic Wealth, Inc., Michael worked at Woodbury Financial Services, Inc. and Transamerica Financial Advisors, Inc. Michael is licensed to sell securities in Arizona, California, Colorado, Florida, Idaho, Kansas, Minnesota, New York, North Dakota, Ohio, South Dakota, and Texas. Michael is also a registered investment advisor in North Dakota.
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
ND
01/19/2024 - Present
Osaic Wealth, Inc. (BISMARCK ND)
ND
10/19/2005 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BISMARCK ND)
CA
05/01/2002 - 10/21/2005
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
BOTH
Issued 06/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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