Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Matrise is a financial advisor with Osaic Wealth, Inc. Michael has been in the financial services industry since 1982. Michael holds Series 6, 7, 22, 62, and 63 licenses as well as a Series 65 license. Michael is registered with the state of Wisconsin and several other states.
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
WI
01/19/2024 - Present
Osaic Wealth, Inc. (BROOKFIELD WI)
WI
04/21/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BROOKFIELD WI)
WI
03/01/2011 - 04/25/2017
GIRARD SECURITIES, INC. (BROOKFIELD WI)
WI
11/20/1987 - 02/28/2011
SECURIAN FINANCIAL SERVICES, INC. (BROOKFIELD WI)
NA
04/09/1984 - 11/30/1987
ECONOMIC RESOURCES, INC.
NA
07/26/1983 - 03/29/1984
FIRST SECURITIES CORPORATION
NA
02/09/1982 - 07/25/1983
HOMECO SECURITIES, INC.
IA
Issued 09/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1999
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 08/29/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/02/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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