Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Brister is a financial advisor with over 40 years of experience in the industry. Michael has a strong track record of providing financial guidance and investment management services to individuals, families, and businesses. He is a registered representative with Osaic Wealth, Inc. and holds the Series 7, 9, 10, 63, and 65 licenses. Michael is committed to helping clients achieve their financial goals through personalized financial planning and investment strategies.
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
MS
06/14/2024 - Present
Osaic Wealth, Inc. (CLEVELAND MS)
MS
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (CLEVELAND MS)
MS
04/27/1992 - 07/17/2020
INVESTACORP, INC. (CLEVELAND MS)
IL
03/05/1984 - 05/01/1992
ALL AMERICAN MANAGEMENT CORPORATION (DES PLAINES IL)
IA
Issued 2/1/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 6/19/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 1/2/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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