Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Joseph Charleton is a financial advisor with over 35 years of experience in the industry. Michael is currently registered with Osaic Wealth, Inc. and has offices in Scottsdale, AZ, Ponte Vedra Beach, FL, and Rochester, NY. Michael has a strong background in providing financial advice to individuals, businesses, and charitable organizations. Michael's areas of expertise include financial planning, pension consulting, and portfolio management. Michael is also a Certified Financial Planner (CFP).
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
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
06/10/2013 - 08/17/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (ROCHESTER NY)
NY
06/16/2011 - 06/10/2013
WALL STREET FINANCIAL GROUP, INC. (ROCHESTER NY)
NY
10/31/2008 - 06/20/2011
LINCOLN FINANCIAL ADVISORS CORPORATION (PITTSFORD NY)
NY
10/06/1992 - 11/03/2008
CADARET, GRANT & CO., INC. (PITTSFORD NY)
NY
05/11/1990 - 10/06/1992
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MN
08/28/1985 - 05/24/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
04/03/1986 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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