Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Eggert is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with Osaic Wealth, Inc. in MN and has been with the firm since January 2024. Michael is also a registered investment advisor in MN. Prior to joining Osaic Wealth, Inc., Michael was with Woodbury Financial Services, Inc. from January 2006 to January 2024. Michael has a wide range of experience and is well-equipped to provide financial advice to a variety of clients.
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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MN
01/19/2024 - Present
Osaic Wealth, Inc. (LAKE ELMO MN)
MN
01/27/2006 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LAKE ELMO MN)
NY
06/01/2005 - 02/14/2006
AXA ADVISORS, LLC (NEW YORK NY)
NY
01/23/2004 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
09/19/2002 - 01/22/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
05/01/1990 - 09/24/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
05/01/1990 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
Issued 09/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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