Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Acho is a financial advisor with Osaic Wealth, Inc. Michael has been in the industry since 1993 and is registered with the state of Michigan. Michael has a variety of certifications and licenses, including a Series 7, Series 31, Series 63, and Series 65 license. Michael is also a Certified Financial Planner. Osaic Wealth, Inc. is a large investment advisor that serves a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. The firm offers a variety of services, including financial planning, portfolio management, and educational seminars.
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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MI
01/24/2025 - Present
Osaic Wealth, Inc. (Southfield MI)
KY
09/03/2004 - 04/28/2006
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NY
11/24/1993 - 09/08/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 01/12/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 11/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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