Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Oleary is a financial advisor with Next Financial Group, Inc. based in Sewell, NJ. Michael has been in the industry since 1996 and holds Series 6, 7, and SIE licenses. Michael is also registered as a Registered Representative in Florida, New Jersey, and Texas. Michael has worked at MML INVESTORS SERVICES, INC. in Sewell, NJ. Michael is a Chartered Financial Consultant and specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Michael offers educational seminars and services for the selection of other 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.
Seminar/workshop attendance fees
1
2
NJ
07/09/2024 - Present
Next Financial Group, Inc. (SEWELL NJ)
NJ
01/16/1996 - 03/06/2009
MML INVESTORS SERVICES, INC. (SEWELL NJ)
BC
Issued 01/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Oleary is the right advisor for you? Invested Better is here to help.
