Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Seth Ballin is a financial professional with over 40 years of experience in the industry. Michael has a background in insurance, tax consulting, and securities trading, and has held a number of licenses and certifications, including Series 6, 22, 63, and 65. Michael is currently registered as an investment advisor representative with Osaic Wealth, Inc. Michael has a strong track record of success in providing financial advice to individuals, families, and businesses. Michael is committed to providing his clients with personalized service and helping them 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
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NJ
07/08/1986 - 11/30/2006
INVESTMENT ADVISORS & CONSULTANTS, INC. (WEST LONG BRANCH NJ)
NA
02/29/1988 - 10/11/1988
PRUCO SECURITIES CORPORATION
NJ
02/28/1988 - 10/11/1988
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
02/21/1986 - 07/14/1986
CARDELL & ASSOCIATES, INCORPORATED
NA
11/25/1985 - 03/05/1986
G. A. MICHELE
NA
11/02/1984 - 12/05/1985
CARDELL & ASSOCIATES, INCORPORATED
NA
04/27/1983 - 11/14/1984
FIRST INVESTORS CORPORATION
IA
Issued 01/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/25/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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