Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Peter Martin is an investment advisor representative with Osaic Wealth, Inc. located in Brandon, FL. Michael has been in the financial services industry since June 30, 2015. Michael is registered with the state of Florida and Georgia as an Investment Advisor Representative. Michael is also registered as a Registered Representative with FINRA. Michael obtained his Series 7 and Series 66 licenses. He has experience working with corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, charitable organizations, and banking or thrift institutions. Michael is dedicated to providing financial planning and portfolio management services to individuals and businesses. Previously, Michael was associated with Woodbury Financial Services, Inc.
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
FL
01/19/2024 - Present
Osaic Wealth, Inc. (BRANDON FL)
FL
07/01/2015 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BRANDON FL)
BOTH
Issued 01/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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