Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Oberholzer is a financial professional with over 20 years of experience in the financial industry. Michael has a strong background in providing financial services to individuals, families, and businesses. Michael is currently registered with Park Avenue Securities LLC. Previously, Michael was associated with Pruco Securities, LLC, CFD Investments, Inc., Brooklight Place Securities, Inc., Multi-Financial Securities Corporation, Waterstone Financial Group, Inc., and Princor Financial Services Corporation. Michael is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
OH
07/18/2019 - Present
Park Avenue Securities LLC (CANTON OH)
OH
12/17/2018 - 07/19/2019
PRUCO SECURITIES, LLC. (Uhrichsville OH)
OH
03/08/2017 - 12/26/2018
CFD INVESTMENTS, INC. (Uhrichsville OH)
OH
01/20/2011 - 12/31/2016
BROOKLIGHT PLACE SECURITIES, INC. (UHRICHSVILLE OH)
OH
04/22/2008 - 12/31/2010
MULTI-FINANCIAL SECURITIES CORPORATION (UHRICHSVILLE OH)
OH
01/03/2005 - 02/08/2008
WATERSTONE FINANCIAL GROUP, INC. (UHRICHSVILLE OH)
IA
09/08/1997 - 12/31/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 09/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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