Unclaimed
Michael Napier is an investment advisor representative with Osaic Wealth, Inc., an independent firm headquartered in Scottsdale, Arizona. Michael has over 19 years of experience in the financial services industry. Michael is a Series 6, 7, 63, and 65 licensed professional and is registered to offer investment advisory services in 22 states. Michael specializes in serving a diverse clientele, including individuals, families, businesses, charitable organizations, and retirement plans. Michael's commitment to providing personalized financial advice and building long-lasting relationships with clients sets him apart as a trusted advisor.
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
KS
06/14/2024 - Present
Osaic Wealth, Inc. (Topeka KS)
KS
09/19/2019 - 06/14/2024
SECURITIES AMERICA, INC. (Topeka KS)
KS
03/24/2009 - 09/24/2019
WADDELL & REED (TOPEKA KS)
KS
06/23/2004 - 03/23/2009
NFP SECURITIES, INC. (TOPEKA KS)
IA
Issued 05/20/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/22/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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