Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lee Scott is a registered investment advisor representative with Osaic Wealth, Inc. Michael has been in the securities industry since 1998 and has a broad range of experience in investment advisory services. Michael has held several leadership roles in the industry and is dedicated to providing personalized financial advice to individuals and families. Michael's firm has a total of 437,201 client accounts under management.
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.
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2
AZ
11/03/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
04/25/2008 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
11/16/1998 - 07/05/2007
NYLIFE SECURITIES LLC (NEW YORK NY)
NY
05/19/1997 - 02/18/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
10/25/1996 - 06/09/1997
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
NY
09/30/1996 - 10/25/1996
GKN SECURITIES CORP. (NEW YORK NY)
IA
Issued 06/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2005
Series 4 - Registered Options Principal Examination
BC
Issued 04/06/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/13/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/02/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 09/28/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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