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 Linkey is an investment advisor representative with over 15 years of experience in the financial industry. Michael is currently registered with Osaic Wealth, Inc. and provides financial planning services including retirement planning, portfolio management and advisory services to individuals and businesses. Prior to joining Osaic Wealth, Michael was affiliated with Securities America, Inc. and Invest Financial Corporation. Michael is a licensed insurance sales professional and provides insurance services as well. Michael is committed to providing clients with comprehensive financial guidance to meet their individual needs.
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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NY
06/14/2024 - Present
Osaic Wealth, Inc. (ROCHESTER NY)
NY
12/01/2017 - 06/14/2024
SECURITIES AMERICA, INC. (ROCHESTER NY)
NY
11/27/2012 - 12/04/2017
INVEST FINANCIAL CORPORATION (ROCHESTER NY)
NY
05/02/2011 - 11/20/2012
MORGAN STANLEY (CANANDAIGUA NY)
NY
01/06/2009 - 03/29/2011
EDWARD JONES (BLOOMFIELD NY)
BOTH
Issued 01/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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