Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kortz is an investment advisor representative with Osaic Wealth, Inc. based in Boulevard, California. Michael has been working in the financial services industry since January 2000. Michael is registered with the state of California as an investment advisor representative. Michael is also registered with the state of Oklahoma and Oregon as a broker. Michael has experience working with individuals, high net worth individuals, corporations, and charitable organizations. Michael's specializations include financial planning, pension consulting, and educational seminars. Michael also provides portfolio management services 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
CA
06/14/2024 - Present
Osaic Wealth, Inc. (BOULEVARD CA)
CA
04/01/2021 - 06/14/2024
SECURITIES AMERICA, INC. (BOULEVARD CA)
CA
05/21/2004 - 04/01/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (BOULEVARD CA)
MN
01/06/2000 - 05/05/2004
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 01/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Kortz is the right advisor for you? Invested Better is here to help.
