Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael L. Anastasia is a financial advisor with Osaic Wealth, Inc., a firm with offices in Scottsdale, Arizona. Michael L. Anastasia has been in the financial services industry since 1991 and has experience in investment advisory, financial planning, and insurance planning. Michael L. Anastasia is registered with the Securities and Exchange Commission (SEC) and the state of New York. Michael L. Anastasia provides services to individuals, corporations, charitable organizations, and pension plans.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (AMHERST NY)
NY
05/29/2020 - 06/14/2024
SECURITIES AMERICA, INC. (AMHERST NY)
NY
04/27/2007 - 06/02/2020
MML INVESTORS SERVICES, LLC (WILLIAMSVILLE NY)
NY
06/01/2005 - 04/25/2007
AXA ADVISORS, LLC (WILLIAMSVILLE NY)
NY
01/28/1999 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
08/29/2002 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
NJ
10/14/1991 - 01/01/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/14/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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