Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Terry is a financial advisor with Osaic Wealth, Inc., a firm that manages over $94 billion in assets. Michael is a Certified Financial Planner and has been in the financial industry for 24 years. He is registered with FINRA as a Registered Representative and is also an Investment Advisor Representative in Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Maryland, New Jersey, New York, North Carolina, Pennsylvania, South Carolina and Virginia. Michael has a strong track record of helping clients achieve their financial goals. He is committed to providing his clients with personalized financial advice and guidance.
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
NJ
01/19/2024 - Present
Osaic Wealth, Inc. (TOTOWA NJ)
NJ
06/04/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (HACKENSACK NJ)
PA
05/07/1999 - 06/09/2003
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
BOTH
Issued 07/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/06/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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