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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Thomey is a financial advisor with Osaic Wealth, Inc. based in Kenosha, Wisconsin. Michael has been in the financial industry since 1996 and is registered with both FINRA and the state of Wisconsin. Michael holds a Series 6, 7, 63 and 65 license as well as the SIE exam certification. Michael provides financial planning, portfolio management, and pension consulting services for individuals, businesses, and institutions. Michael also provides tax preparation services through Thomey Financial Services.
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
WI
09/12/2023 - Present
Osaic Wealth, Inc. (KENOSHA WI)
WI
07/14/2003 - 09/07/2023
CADARET, GRANT & CO., INC. (KENOSHA WI)
FL
12/09/2002 - 07/15/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
01/26/1998 - 01/02/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/13/1996 - 01/17/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
11/13/1996 - 01/17/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 02/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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