Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Cudlipp is a financial advisor with over 19 years of experience in the industry. Michael is a Registered Representative and Investment Advisor Representative. Michael is currently registered with Osaic Wealth, Inc., and has previously been registered with SAGEPOINT FINANCIAL, INC., UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER, and NEXT FINANCIAL GROUP, INC. Michael holds Series 6, 7, 24, 31, 63, and 65 licenses. Michael offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
NY
09/01/2023 - Present
Osaic Wealth, Inc. (PITTSFORD NY)
NY
11/02/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PITTSFORD NY)
NY
11/11/2011 - 11/07/2018
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (PITTSFORD NY)
NY
05/18/2004 - 11/16/2011
NEXT FINANCIAL GROUP, INC. (PITTSFORD NY)
IA
Issued 06/20/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 07/25/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/17/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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