Unclaimed
Michael Aberle is a financial advisor with over 27 years of experience in the industry. Michael has a Series 7, Series 63, Series 24, Series 28 and Series 30 licenses. Michael is currently registered with Osaic Wealth, Inc. in Plantation, FL. Michael has experience working with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit sharing plans, state or municipal government entities, pooled investment vehicles and banking or thrift institutions. Michael provides financial planning, portfolio management for businesses, portfolio management for individuals, pension consulting, selection of other advisors and educational seminars.
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
FL
08/23/2024 - Present
Osaic Wealth, Inc. (Plantation FL)
FL
09/25/2023 - 08/23/2024
TRIAD ADVISORS LLC (Plantation FL)
FL
08/31/2020 - 10/20/2023
GOLDMAN SACHS & CO. LLC (FORT LAUDERDALE FL)
FL
10/25/2017 - 08/31/2020
CETERA ADVISOR NETWORKS LLC (FT. LAUDERDALE FL)
FL
09/28/2009 - 11/01/2017
GIRARD SECURITIES, INC. (FT. LAUDERDALE FL)
FL
07/17/2000 - 09/01/2009
CAPITAL PLANNING GROUP, LLC (FT. LAUDERDALE FL)
FL
06/28/2000 - 07/10/2009
MML INVESTORS SERVICES, INC. (FT LAUDERDALE FL)
PA
09/03/2002 - 12/17/2004
CAPITAL PLANNING GROUP OF PENNSYLVANIA LLC (WAYNE PA)
NY
04/10/1998 - 03/07/2000
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
10/27/1997 - 04/09/1998
SMITH BARNEY INC. (NEW YORK NY)
TX
05/01/1997 - 10/17/1997
REDSTONE SECURITIES, INC. (DALLAS TX)
IL
08/24/1994 - 06/13/1995
ALARON SECURITIES CORPORATION (CHICAGO IL)
MI
05/25/1993 - 07/29/1993
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
MI
12/04/1992 - 05/03/1993
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 12/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2002
Series 24 - General Securities Principal Examination
BC
Issued 07/29/2000
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 05/08/1997
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1994
Series 3 - National Commodity Futures Examination
BC
Issued 12/01/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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