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 Harris is a financial advisor at Osaic Wealth, Inc., located in Brentwood, Tennessee. Michael has over 20 years of experience in the financial services industry, having worked at various firms, including FSC Securities Corporation, Next Financial Group, Inc., First Tennessee Brokerage, Inc., Fifth Third Securities, Inc., AmSouth Investment Services, Inc., and Edward Jones. Michael is a registered investment advisor in Tennessee and holds the Series 63, Series 65, Series 7 and SIE licenses. In addition to working with individuals and families, Michael also provides financial planning services to businesses and retirement plans.
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
TN
11/03/2023 - Present
Osaic Wealth, Inc. (BRENTWOOD TN)
TN
07/28/2017 - 11/03/2023
FSC SECURITIES CORPORATION (BRENTWOOD TN)
TN
04/01/2011 - 07/31/2017
NEXT FINANCIAL GROUP, INC. (NASHVILLE TN)
TN
11/15/2007 - 10/19/2010
FIRST TENNESSEE BROKERAGE, INC. (HENDERSONVILLE TN)
TN
07/02/2004 - 10/19/2007
FIFTH THIRD SECURITIES, INC. (HENDERSONVILLE TN)
AL
07/29/2003 - 05/11/2004
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
MO
08/21/2001 - 06/05/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 06/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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