Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Paul Fornal is an active investment advisor representative for Osaic Wealth, Inc., and has been in the industry since February 6, 2003. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and is a registered investment advisor representative in California and Massachusetts. Michael has a long history of working in the financial services industry and has held various positions at several firms. Michael is committed to providing his clients with personalized financial advice and guidance. Michael is licensed to offer a wide range of financial services, including investment management, financial planning, and insurance brokerage.
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
MA
11/02/2018 - Present
Osaic Wealth, Inc. (NEEDHAM HEIGHTS MA)
MA
12/17/2010 - 11/02/2018
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
01/07/2011 - 01/11/2011
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
05/12/2003 - 12/31/2010
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MN
07/24/2002 - 10/25/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/24/2002 - 10/25/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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