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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lawrence Kimsey is a financial advisor with over 40 years of experience in the financial services industry. Michael is a Certified Financial Planner™ and Chartered Financial Consultant, and is currently registered with Osaic Wealth, Inc. in California. Michael's previous employers include The Lincoln National Life Insurance Company and CIGNA Financial Advisors, Inc.. Michael has held Series 1, 7, 22TO, 6TO and 63 licenses and is also registered as an Investment Advisor Representative in California and Wisconsin. Michael has a proven track record of providing comprehensive financial planning and investment management services to a diverse clientele, including individuals, families, and businesses.
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
01/24/2025 - Present
Osaic Wealth, Inc. (HALF MOON BAY CA)
IN
11/23/2001 - 04/06/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
05/30/1979 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 07/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/22/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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