Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McCormick is a registered investment advisor representative and registered representative with Osaic Wealth, Inc. Michael has been in the financial services industry since 2009. He has worked with a variety of firms during this time, including Securities America, Inc., National Planning Corporation, and 1st Global Capital Corp. Michael holds the Series 66, SIE, and Series 7 licenses. Michael is a Certified Public Accountant, and has worked in the accounting field for many years. He has experience providing tax preparation, payroll, and bookkeeping services, and is also a Managing Member of Mackendron Real Investments LLC.
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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2
IN
06/14/2024 - Present
Osaic Wealth, Inc. (INDIANAPOLIS IN)
IN
10/20/2017 - 06/14/2024
SECURITIES AMERICA, INC. (INDIANAPOLIS IN)
IN
07/01/2015 - 10/25/2017
NATIONAL PLANNING CORPORATION (INDIANAPOLIS IN)
IN
02/20/2009 - 07/13/2015
1ST GLOBAL CAPITAL CORP. (INDIANAPOLIS IN)
BOTH
Issued 02/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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