Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Scott Keith is a financial advisor registered with Osaic Wealth, Inc. based in Boca Raton, Florida. Michael has been working in the financial services industry since April 2003. Michael is licensed in Florida. Osaic Wealth, Inc. has approximately 437,201 accounts under management with a total of $94.6 billion in assets. The firm provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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
FL
11/02/2018 - Present
Osaic Wealth, Inc. (BOCA RATON FL)
FL
03/20/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (BOCA RATON FL)
FL
11/17/2014 - 03/24/2015
NYLIFE SECURITIES LLC (SUNRISE FL)
FL
09/02/2011 - 08/25/2014
SIGNATOR INVESTORS, INC. (BOCA RATON FL)
FL
06/02/2010 - 09/02/2011
SUNSET FINANCIAL SERVICES, INC. (CORAL SPRINGS FL)
FL
11/17/2009 - 02/16/2010
METLIFE SECURITIES INC. (CORAL GABLES FL)
FL
07/27/2009 - 02/16/2010
NEW ENGLAND SECURITIES (BOCA RATON FL)
FL
08/20/2008 - 06/25/2009
UVEST FINANCIAL SERVICES GROUP, INC. (DEERFIELD BEACH FL)
MN
10/24/2007 - 03/03/2008
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
MN
12/01/2006 - 10/22/2007
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
TX
12/05/2005 - 12/01/2006
USALLIANZ SECURITIES, INC. (HOUSTON TX)
MA
01/27/2005 - 07/28/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NE
02/07/2000 - 04/30/2003
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
IA
Issued 10/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2002
Series 24 - General Securities Principal Examination
BC
Issued 07/25/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/04/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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