Unclaimed
Michael Sean Godwin is a financial advisor with over 20 years of experience in the financial services industry. Michael is registered with Osaic Wealth, Inc. and is a Registered Investment Advisor. Michael works with families that have children with disabilities, providing them with the financial guidance they need. Michael is also an insurance broker and a board member at TrueAbilities, a school for children with special needs. Michael has a broad range of experience with investment companies, pension and profit sharing plans, charitable organizations, high net worth individuals, individuals other than high net worth, and corporations or other 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.
1
2
NC
11/02/2018 - Present
Osaic Wealth, Inc. (RALEIGH NC)
NC
08/16/2013 - 11/02/2018
SIGNATOR INVESTORS, INC. (RALEIGH NC)
NC
12/01/2005 - 08/23/2013
MML INVESTORS SERVICES, LLC (CARY NC)
IA
04/23/2004 - 12/01/2005
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
04/16/2003 - 03/31/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
10/05/2000 - 05/01/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
07/27/2000 - 08/24/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
04/27/2000 - 07/20/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 06/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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