Unclaimed
Michael McGavin is an Investment Advisor Representative associated with Osaic Wealth, Inc. Michael has been in the industry for over 20 years, providing financial planning, portfolio management, and pension consulting to individuals and businesses. Michael has a strong focus on financial planning, helping clients achieve their long-term financial goals. Michael has held licenses in multiple states including Illinois, Michigan, Pennsylvania, South Carolina, and Texas.
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
IL
01/19/2024 - Present
Osaic Wealth, Inc. (WARRENVILLE IL)
IL
11/18/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WARRENVILLE IL)
IL
12/14/2005 - 11/14/2019
BMO HARRIS FINANCIAL ADVISORS, INC. (SOUTH ELGIN IL)
NJ
05/26/2005 - 12/31/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
NJ
03/11/2004 - 11/26/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
CT
01/08/2004 - 03/02/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BOTH
Issued 12/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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