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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bogdan is an investment advisor representative with Osaic Wealth, Inc. in BRIDGEVILLE, PA. Michael has been in the financial industry since 1988. Michael has 2 state and 3 product exams. In addition to being registered with FINRA and the state of Pennsylvania, Michael is also registered in Delaware, Florida, Maryland, New York, Ohio, Virginia and California. Michael has been employed at Osaic Wealth, Inc. since January 2024. Prior to joining Osaic Wealth, Inc., Michael was employed at Woodbury Financial Services, Inc. in BRIDGEVILLE, PA and PFS INVESTMENTS INC. in DULUTH, GA. Michael is also the President of The Nest Egg Financial Group LLC and provides general accounting services for families and small businesses.
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
PA
01/19/2024 - Present
Osaic Wealth, Inc. (BRIDGEVILLE PA)
PA
01/01/1996 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BRIDGEVILLE PA)
GA
09/12/1988 - 12/15/1995
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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