Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ohlman is a financial advisor with Janney Montgomery Scott LLC. Michael has been in the financial services industry since 1987 and has extensive experience in providing financial advice and investment management services. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in 30 states and the District of Columbia. Michael's specialties include financial planning, portfolio management for individuals and businesses, and pension consulting. Michael is committed to providing personalized service and helping clients 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
FL
05/25/2021 - Present
Janney Montgomery Scott LLC (SARASOTA FL)
FL
09/30/1987 - 04/30/2021
RAYMOND JAMES & ASSOCIATES, INC. (Lakewood Ranch FL)
NA
01/02/1987 - 03/19/1987
J. W. GANT & ASSOCIATES, INC.
NA
09/26/1986 - 01/02/1987
MICHELIN AND COMPANY, INC.
IA
Issued 04/26/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/23/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Ohlman is the right advisor for you? Invested Better is here to help.
