Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Melloy is a financial advisor with Osaic Wealth, Inc. located in LOUISVILLE, KY. Michael has been in the financial industry since January 2020. Michael is licensed to provide investment advice in Alabama, Arkansas, California, Colorado, Florida, Georgia, Indiana, Kentucky, Maryland, New Jersey, Pennsylvania, Tennessee, Texas, Utah, Virginia, and Wyoming. Michael is also licensed to provide investment advice in Texas as a resident advisor. Michael holds a Series 7TO, Series 66, and SIE license. Michael has a history of working in financial services, and has experience with a variety of clients, including individuals, high-net-worth individuals, businesses, pension and profit-sharing plans, and charitable organizations. Michael is a member of the Melloy Group Financial Coaching and Gilliam Mease Advisors.
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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KY
06/20/2024 - Present
Osaic Wealth, Inc. (LOUISVILLE KY)
KY
01/23/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LOUISVILLE KY)
BOTH
Issued 12/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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