Unclaimed
Michael Butensky is a financial advisor with Osaic Wealth, Inc. Michael is a CERTIFIED FINANCIAL PLANNER™ professional with over 35 years of experience in the financial services industry. Michael has a comprehensive understanding of financial planning, investment management and wealth management strategies. Michael is dedicated to helping clients achieve their financial goals. Michael is also a licensed notary.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (PORT JEFFERSON STATION NY)
NY
06/26/2020 - 06/14/2024
SECURITIES AMERICA, INC. (PORT JEFFERSON STATION NY)
NY
10/21/2016 - 07/02/2020
EQUITABLE ADVISORS, LLC (PORT JEFFERSON NY)
NY
09/24/2010 - 11/07/2016
NYLIFE SECURITIES LLC (MEDFORD NY)
NY
08/02/1988 - 07/26/2010
METLIFE SECURITIES INC. (MELVILLE NY)
NY
08/02/1988 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MELVILLE NY)
BOTH
Issued 02/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 02/13/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/11/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/13/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/01/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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