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Michael Neumann Corr

Osaic FA, Inc.

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About Michael Neumann Corr

Michael Neumann Corr is an investment advisor representative who has been in the industry since 2011. Michael is currently registered with Osaic FA, Inc. in Radnor, Pennsylvania. Michael has been with Osaic FA, Inc. since October 2020. Michael was previously registered with Vanguard Marketing Corporation in Malvern, Pennsylvania from June 2011 to January 2017. Michael is registered with the state of Pennsylvania to conduct business as an investment advisor representative. Michael has passed both the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination. Michael specializes in Retirement Planning, Mutual Funds, Variable Annuities, Stocks and Fixed Annuities.

Firm Information

Michael Corr is currently registered with Osaic FA, Inc.. Osaic FA, Inc., a corporation formed in 1968, provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other entities. The firm offers a variety of services including financial planning, portfolio management, and retirement plan consulting. Osaic FA, Inc. is registered with the Securities and Exchange Commission (SEC) and is also registered in 52 states. The firm has a strong track record and has received multiple awards for its services. They manage over $37 billion in assets.
Osaic FA, Inc.

1301 SOUTH HARRISON STREET

FORT WAYNE, IN 46802

$37.13B

Assets Under Management

3,800

Total Clients

1,156

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement plan consulting services provided on a limited basis.

Retirement plan consulting services provided on a limited basis.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Corr’s Registration & Firm History

PA

10/29/2020 - Present

Osaic FA, Inc. (RADNOR PA)

PA

06/29/2011 - 01/05/2017

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 08/27/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/28/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/04/2012

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 12/21/2011

Series 24 - General Securities Principal Examination

BC

Issued 01/05/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Neumann Corr.
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