Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Tuz is a financial advisor with over 40 years of experience in the financial services industry. Michael is registered with the state of California and is currently employed by Osaic Wealth, Inc. Michael has a strong background in financial planning and investment management, and is committed to helping clients achieve their financial goals. Michael holds the Series 4, 7, 24, and 63 licenses, as well as the SIE designation. Michael is a Chartered Financial Consultant, and is also licensed to sell accident and health insurance, disability, fixed annuity and traditional life insurance. Michael has a deep understanding of the financial markets and is committed to providing his clients with personalized advice and guidance.
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
CA
01/24/2025 - Present
Osaic Wealth, Inc. (IRVINE CA)
IN
05/24/2002 - 06/06/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
09/08/1986 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NA
09/20/1982 - 08/22/1986
FIRST WILSHIRE SECURITIES MANAGEMENT, INC.
NA
03/21/1979 - 04/20/1983
MONTANO SECURITIES CORPORATION
NA
05/03/1982 - 10/07/1982
EMMETT A LARKIN COMPANY, INC.
BC
Issued 03/11/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/1980
Series 4 - Registered Options Principal Examination
BC
Issued 02/14/1980
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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