Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael J. Dreveniak is a financial advisor at Osaic Institutions, Inc. Michael has been in the financial services industry since 2006. Michael is registered with the state of Pennsylvania as a registered investment advisor representative. Michael previously worked at ESSEX NATIONAL SECURITIES, LLC and UVEST FINANCIAL SERVICES GROUP, INC. Michael is licensed to sell securities in Florida, Oklahoma, Pennsylvania and Virginia. In addition to being a financial advisor, Michael also works as a financial advisor for First Commonwealth Trust Department. Michael specializes in financial planning, portfolio management for individuals, pension consulting, educational seminars, and the selection of other advisors.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
PA
10/14/2015 - Present
Osaic Institutions, Inc. (Butler PA)
PA
05/28/2010 - 10/16/2015
ESSEX NATIONAL SECURITIES, LLC (NATRONA HEIGHTS PA)
PA
06/08/2009 - 06/02/2010
UVEST FINANCIAL SERVICES GROUP, INC. (DUNCANSVILLE PA)
PA
11/27/2006 - 06/04/2009
UBS FINANCIAL SERVICES INC. (ALTOONA PA)
BOTH
Issued 01/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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