Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John McNarney is a financial advisor currently registered with Osaic Wealth, Inc. Michael has over 20 years of experience in the financial services industry. Michael is licensed to provide financial and investment advice in Indiana, California, Florida, Michigan. Michael is also registered as an Investment Advisor Representative (IAR) in Indiana. Michael has a Series 7, Series 63, and Series 66 license. Michael also holds the Securities Industry Essentials Examination (SIE) license. Michael is dedicated to helping his clients achieve their financial goals.
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
IN
11/02/2018 - Present
Osaic Wealth, Inc. (MISHAWAKA IN)
IN
09/01/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (MISHAWAKA IN)
IN
06/30/2006 - 09/29/2015
AMERITAS INVESTMENT CORP. (MISHAWAKA IN)
IN
12/16/1998 - 06/30/2006
CARILLON INVESTMENTS, INC. (MISCHAWAKA IN)
BOTH
Issued 06/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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