Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Oldenburg is a financial advisor with over 20 years of experience in the financial services industry. Michael is currently registered with Edelman Financial Engines. Michael's previous employers include TD Ameritrade, WM Financial Services, Credit Suisse First Boston, Morgan Stanley, Merrill Lynch, and Prudential Securities. Michael holds the Series 3, Series 4, Series 7, Series 63, Series 65, and Series 66 licenses. Michael specializes in providing financial advice to individuals, corporations, and charitable organizations. Michael provides a variety of financial services, including financial planning, portfolio management, and investment advisory services.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
WA
05/14/2021 - Present
Edelman Financial Engines (BELLEVUE WA)
WA
11/09/2007 - 04/06/2018
TD AMERITRADE, INC. (SEATTLE WA)
WA
12/14/2005 - 08/29/2006
WM FINANCIAL SERVICES, INC. (ISSAQUAH WA)
NY
09/27/2002 - 04/19/2004
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NY
10/26/2001 - 04/23/2002
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
02/17/2000 - 09/07/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/09/1999 - 02/07/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/07/1998 - 02/04/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 08/30/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2012
Series 4 - Registered Options Principal Examination
BC
Issued 04/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2012
Series 3 - National Commodity Futures Examination
BC
Issued 09/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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