Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McDonnell is a financial advisor with Osaic Wealth, Inc. based in Warrenville, IL. Michael has been in the financial services industry since 2005 and has a wide range of experience in providing financial advice to individuals, families, and businesses. Michael is registered with FINRA and holds the Series 6, 62, 63, and 65 securities licenses, as well as the Series 26 principal license. Michael is committed to helping clients achieve their financial goals through personalized financial planning, investment management, and retirement planning.
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
IL
01/19/2024 - Present
Osaic Wealth, Inc. (WARRENVILLE IL)
IL
06/01/2005 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WARRENVILLE IL)
IA
Issued 06/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2007
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/31/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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