Unclaimed
Michael Edens is an investment advisor representative and registered representative of Osaic Wealth, Inc., a Registered Investment Advisor with offices in Scottsdale, AZ. Michael Edens has been working in the financial services industry since September 9, 1988. Prior to joining Osaic Wealth, Inc., Michael Edens was with Lincoln Financial Securities Corporation, Royal Alliance Associates, Inc., and Signator Investors, Inc. Michael Edens holds the following licenses: Series 63, Series 65, and Series 7. Michael Edens is registered in the following states: Alabama, Arizona, Arkansas, Florida, Georgia, Iowa, Kentucky, Minnesota, Mississippi, Missouri, New York, North Carolina, Ohio, and Tennessee. Michael Edens specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Michael Edens's firm, Osaic Wealth, Inc., manages over $94 billion in assets for approximately 437,000 clients.
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.
1
2
TN
02/27/2023 - Present
Osaic Wealth, Inc. (CHATTANOOGA TN)
TN
11/21/2018 - 03/01/2023
LINCOLN FINANCIAL SECURITIES CORPORATION (CHATTANOOGA TN)
TN
11/02/2018 - 12/17/2018
ROYAL ALLIANCE ASSOCIATES, INC. (CHATTANOGGA TN)
TN
10/28/1997 - 11/02/2018
SIGNATOR INVESTORS, INC. (CHATTANOGGA TN)
MN
06/24/1987 - 08/09/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 09/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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