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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McGuire is a financial advisor with Osaic Wealth, Inc. located in Bethlehem, Pennsylvania. Michael has been in the financial services industry since March 23, 2000. Michael holds the Series 6, 7, 63 and 65 licenses. Michael also has experience at other firms including Signator Investors, Inc., MML Investors Services, LLC, MSI Financial Services, Inc., Metropolitan Life Insurance Company, First Union Securities, Inc., and First Union Brokerage Services, Inc.
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
PA
09/05/2024 - Present
Osaic Wealth, Inc. (BETHLEHEM PA)
PA
11/09/2017 - 11/02/2018
SIGNATOR INVESTORS, INC. (EASTON PA)
PA
03/25/2017 - 11/13/2017
MML INVESTORS SERVICES, LLC (ALLENTOWN PA)
PA
08/30/2001 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ALLENTOWN PA)
PA
08/30/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ALLENTOWN PA)
MO
10/01/2000 - 08/20/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
03/15/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 06/14/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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