Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Petersen is a financial advisor with over 20 years of experience in the financial services industry. Michael holds the Series 6, 7, 63, and 65 licenses and has earned the Chartered Financial Consultant designation. Michael is currently registered with Osaic Wealth, Inc. and is also active as an insurance agent and an advanced markets consultant. Michael's experience includes working with a range of clients, including individuals, families, businesses, and retirement plans. Michael is committed to providing personalized financial advice and guidance to help 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.
A percentage of the total value of assets under management is charged.
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CA
01/19/2024 - Present
Osaic Wealth, Inc. (EL DORADO HILLS CA)
CA
04/26/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (EL DORADO HILLS CA)
CA
03/31/2011 - 05/02/2019
QUESTAR CAPITAL CORPORATION (EL DORADO HILLS CA)
TN
02/20/2008 - 01/06/2009
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
PA
03/08/2005 - 12/31/2007
UNDERWRITERS EQUITY CORPORATION (HARRISBURG PA)
NY
08/21/2002 - 12/19/2003
IFMG SECURITIES, INC. (PURCHASE NY)
CA
10/23/2001 - 08/19/2002
UBOC INVESTMENT SERVICES, INC. (GLENDALE CA)
KS
03/01/2001 - 11/01/2001
WADDELL & REED, INC. (OVERLAND PARK KS)
MA
12/21/1999 - 02/06/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/21/1999 - 02/06/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 10/14/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/24/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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