Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Felton is a financial advisor with Osaic Wealth, Inc. located in Sacramento, CA. Michael has been in the financial services industry since November 3, 1991. He is a registered investment advisor and holds the following licenses: Series 6, Series 63, Series 65 and Series 22. Michael specializes in financial planning, portfolio management and pension consulting. He also provides educational seminars to clients. Michael has a proven track record of helping clients achieve their financial goals. He is dedicated to providing personalized service and working closely with his clients to develop customized financial plans. Michael is committed to helping his clients reach their financial goals and achieve their dreams.
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
CA
06/14/2024 - Present
Osaic Wealth, Inc. (SACRAMENTO CA)
CA
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (MARTINEZ CA)
CA
01/03/2006 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
TX
06/04/1998 - 01/13/2006
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
12/11/1991 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
MA
11/04/1991 - 12/23/1991
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
11/04/1991 - 12/23/1991
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 03/31/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2009
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/01/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Felton is the right advisor for you? Invested Better is here to help.
