Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Hulse is a financial advisor with over 40 years of experience in the industry. Michael is currently registered with Osaic Wealth, Inc. and has previously worked with HORNOR, TOWNSEND & KENT, LLC, CADARET, GRANT & CO., INC., AIG EQUITY SALES CORP., SUN INVESTMENT SERVICES COMPANY, and PENN MUTUAL EQUITY SERVICES, INC. Michael holds a variety of licenses and certifications, including Series 6, 7, 22, 24, 26, 62, 63, 65, 99TO and SIE. Michael's specialties include financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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
OK
07/30/2024 - Present
Osaic Wealth, Inc. (TULSA OK)
OK
10/12/1999 - 07/31/2024
HORNOR, TOWNSEND & KENT, LLC (TULSA OK)
NY
01/02/1998 - 10/08/1999
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
06/02/1997 - 01/02/1998
AIG EQUITY SALES CORP. (NEW YORK NY)
MA
03/10/1987 - 06/02/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
09/28/1983 - 03/21/1987
PENN MUTUAL EQUITY SERVICES, INC.
IA
Issued 04/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2002
Series 24 - General Securities Principal Examination
BC
Issued 12/22/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1993
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/23/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/27/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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