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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 Marlowe is a financial advisor with Osaic Wealth, Inc. located in Williamsville, New York. Michael has been in the financial services industry since 1992 and has a broad range of experience working with individuals, families, and businesses. He holds Series 6, 7, 26, 63, and 65 licenses, and the SIE certification. Michael has a strong commitment to helping clients achieve their financial goals and is dedicated to providing personalized service 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.
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2
NY
11/02/2018 - Present
Osaic Wealth, Inc. (WILLIAMSVILLE NY)
NY
04/05/2005 - 11/02/2018
SIGNATOR INVESTORS, INC. (WILLIAMSVILLE NY)
NY
01/21/2004 - 03/21/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
02/20/2001 - 12/17/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
07/07/1999 - 02/15/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
06/29/1992 - 06/22/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 04/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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