Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kenneth Brotsky is a financial advisor registered with Osaic Wealth, Inc. with over 28 years of experience in the financial services industry. Michael has held prior positions with FSC Securities Corporation, Morgan Stanley, Wells Fargo Advisors, LLC, Charles Schwab & Co., Inc., and Invesco Funds Group, Inc. Michael holds the Series 7, Series 10, Series 24, Series 63, and Series 65 licenses. Michael specializes in providing financial planning and investment advice to individuals, businesses, and retirement plans.
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
SC
11/03/2023 - Present
Osaic Wealth, Inc. (BLUFFTON SC)
SC
01/31/2014 - 11/03/2023
FSC SECURITIES CORPORATION (BLUFFTON SC)
SC
11/04/2011 - 02/07/2014
MORGAN STANLEY (BLUFFTON SC)
SC
04/13/2005 - 11/07/2011
WELLS FARGO ADVISORS, LLC (BLUFFTON SC)
TX
09/12/1995 - 03/17/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
12/08/1994 - 08/08/1995
INVESCO FUNDS GROUP, INC. (HOUSTON TX)
CO
04/20/1994 - 09/12/1994
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 01/08/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/10/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/30/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Brotsky is the right advisor for you? Invested Better is here to help.
