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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 Cummiskey is a financial advisor with over 30 years of experience in the industry. Michael currently works at Osaic Wealth, INC., a firm based in Scottsdale, Arizona. Prior to that, Michael worked at Woodbury Financial Services, INC. and Jackson National Financial Services, INC. Michael holds the Series 7, Series 24, Series 26, and Series 63 licenses, as well as the SIE and Series 65 exams. Michael is also a Chartered Financial Consultant. Michael is registered to provide investment advice in 35 states, including California, Texas, and Arizona. Michael specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
PARADISE VALLEY, AZ
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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AZ
01/19/2024 - Present
Osaic Wealth, Inc. (PARADISE VALLEY AZ)
AZ
09/10/1994 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (PARADISE VALLEY AZ)
CA
09/25/1992 - 08/02/1994
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
NA
12/19/1989 - 11/12/1990
PROGRAMMED EQUITIES CORPORATION
IA
Issued 10/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/9/1996
Series 24 - General Securities Principal Examination
BC
Issued 3/30/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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