Unclaimed
Michael T. Byrne is a financial advisor who has been in the industry since 1987. Michael Byrne is currently registered with Osaic Wealth, Inc. and is licensed in 20 states. Michael Byrne has a wide range of experience, having worked for a number of firms over the years. Michael Byrne is a Series 6, 7, 22, 62, and 63 licensed professional, and also holds the SIE designation. Michael Byrne offers a variety of financial services to individuals, families, and businesses, including financial planning, portfolio management, and retirement planning.
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
NJ
01/24/2025 - Present
Osaic Wealth, Inc. (COLLINGSWOOD NJ)
IN
09/24/2002 - 04/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
09/01/1987 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 11/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/28/1991
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/24/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/17/1986
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Byrne is the right advisor for you? Invested Better is here to help.