Unclaimed
Michael Scott Franklin is an investment advisor representative registered with Osaic Wealth, Inc. Michael has been working in the industry since 1988 and has extensive experience providing financial planning and portfolio management services to individuals, businesses, and pension plans. Michael is also a registered investment advisor representative and has held that role since 2009. Michael is passionate about helping clients achieve their financial goals.
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
PA
09/01/2023 - Present
Osaic Wealth, Inc. (OAKMONT PA)
PA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (OAKMONT PA)
AZ
01/30/1996 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
12/19/1995 - 12/20/1995
VTR CAPITAL, INC. (NEW YORK NY)
NY
08/03/1994 - 11/21/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
NY
06/22/1988 - 08/22/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NY
07/27/1994 - 07/28/1994
VTR CAPITAL, INC. (NEW YORK NY)
BOTH
Issued 07/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/13/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/13/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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