Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ross Gatti is a financial advisor with over 15 years of experience in the industry. Michael is a Certified Financial Planner™ and a registered representative of Osaic Wealth, Inc., a firm with a strong commitment to providing personalized financial guidance. Prior to joining Osaic Wealth, Michael worked at TRIAD ADVISORS LLC, NORTHSTAR SECURITIES, LLC, and CNL SECURITIES CORP. Michael provides financial planning, portfolio management, and other services to individuals, families, and 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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AZ
08/23/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
09/19/2018 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
CO
09/22/2017 - 02/22/2018
NORTHSTAR SECURITIES, LLC (GREENWOOD VILLAGE CO)
FL
01/28/2014 - 08/18/2016
CNL SECURITIES CORP. (ORLANDO FL)
FL
01/16/2007 - 09/11/2013
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
NY
08/24/2006 - 02/07/2007
HEDGE FUND CAPITAL PARTNERS, LLC (BROOKLYN NY)
BC
Issued 01/25/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/02/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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