Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael O'Leary is an investment advisor representative with Osaic Institutions, Inc. Osaic Institutions, Inc. offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. Michael O'Leary is also registered with the state of Massachusetts as an investment advisor representative. Michael O'Leary has been in the industry since November 16, 2003.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
MA
04/01/2019 - Present
Osaic Institutions, Inc. (SWANSEA MA)
MA
01/13/2017 - 03/29/2019
OPPENHEIMER & CO. INC. (FALL RIVER MA)
RI
02/18/2005 - 01/13/2017
ROOSEVELT & CROSS, INCORPORATED (PROVIDENCE RI)
NY
03/17/2004 - 09/23/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
10/04/2002 - 07/01/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 06/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 08/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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