Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sterling is a financial professional with over 30 years of experience in the financial services industry. Michael has a broad range of experience, from working as a registered representative with FSC Securities Corporation to his current role as a financial advisor with Osaic Wealth, Inc. Michael is licensed in 51 states and holds several industry credentials, including the Series 7, Series 24, Series 53 and Series 66 licenses. He is committed to providing clients with comprehensive financial advice, including financial planning, retirement planning, college savings planning and investment management.
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
NC
11/03/2023 - Present
Osaic Wealth, Inc. (RALEIGH NC)
NC
08/19/1992 - 11/03/2023
FSC SECURITIES CORPORATION (RALEIGH NC)
BOTH
Issued 12/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/09/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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