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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 Segreve is a financial advisor with Osaic Wealth, Inc. Michael has been in the industry since June 1984 and has experience in the areas of Financial Planning, Pension Consulting, Portfolio Management for Individuals and Businesses, and Selection of Other Advisers. Michael is also licensed to sell insurance and has been a president and owner of two other companies. Michael is registered with the Securities and Exchange Commission (SEC) and FINRA and has a history of working for multiple financial firms including Woodbury Financial Services, Inc. and Commonwealth Equity Services, Inc. Michael is registered to provide advisory services in Arizona, California, Florida, Georgia, Maine, Massachusetts, New Hampshire, New York, North Carolina, Rhode Island, South Carolina, Texas, Vermont, and Virginia.
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
MA
01/19/2024 - Present
Osaic Wealth, Inc. (ANDOVER MA)
MA
01/06/1993 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ANDOVER MA)
MA
12/15/1988 - 12/31/1992
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
NA
06/05/1984 - 01/01/1989
FIRST INVESTORS CORPORATION
IA
Issued 09/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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