Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lynn Woods is a financial advisor with Osaic Wealth, Inc. based in Fleming Island, FL. Michael has been in the financial services industry since March 18, 1990. Michael has a broad range of experience in the industry, having held various positions at different firms. Michael holds Series 6, 7, 24, 26, 63 and 66 licenses. Michael has a strong track record of providing investment advice and financial planning services to individual investors, corporations, and retirement plans. Michael is committed to helping clients achieve their financial goals.
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
FL
06/14/2024 - Present
Osaic Wealth, Inc. (FLEMING ISLAND FL)
FL
10/23/2017 - 06/14/2024
SECURITIES AMERICA, INC. (ORANGE PARK FL)
FL
05/12/2017 - 10/26/2017
NATIONAL PLANNING CORPORATION (HYPOLUXO FL)
FL
06/30/2010 - 05/19/2017
SUMMIT BROKERAGE SERVICES, INC. (HYPOLUXO FL)
FL
09/18/2000 - 06/30/2010
NATIONAL PLANNING CORPORATION (HYPOLUXO FL)
CA
11/20/1992 - 09/19/2000
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
NA
03/19/1990 - 12/01/1992
FIRST LAUDERDALE SECURITIES, INC.
BOTH
Issued 09/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/07/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1992
Series 7 - General Securities Representative Examination
BC
Issued 03/16/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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