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 Osland is an investment advisor representative at Geneos Wealth Management, Inc. based in Scottsdale, Arizona. Michael has been working in the financial services industry since 1988. Michael is registered with the following securities regulators: FINRA, and the states of Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, Texas, Utah, Virginia, Washington, and Wisconsin. Michael is also registered as an Investment Advisor Representative in Texas.
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
AZ
10/23/2013 - Present
Geneos Wealth Management, Inc. (SCOTTSDALE AZ)
AZ
10/31/2005 - 12/02/2008
AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
05/19/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
11/22/1989 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
AZ
11/19/1989 - 12/06/1989
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
03/09/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/26/1988 - 03/09/1989
SENTRA SECURITIES CORPORATION
NA
02/01/1988 - 12/01/1988
ADVANTAGE CAPITAL CORPORATION
NA
02/01/1988 - 10/29/1988
SME CAPITAL MANAGEMENT CORPORATION
IA
Issued 09/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
BC
Issued 01/15/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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