Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Papa is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with Osaic Advisory Services, LLC and has previously worked with several firms, including Triad Advisors, Spire Securities, LLC, and Cetera Advisor Networks LLC. Michael holds Series 6, 7, 24, 63, and 65 licenses, and has extensive experience providing financial planning and investment advice to individuals, corporations, and charitable organizations. Michael is committed to providing his clients with personalized and comprehensive financial solutions, and is dedicated to 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
CO
03/03/2023 - Present
Osaic Advisory Services, LLC (Colorado Springs CO)
CO
03/03/2023 - 08/23/2024
TRIAD ADVISORS LLC (Colorado Springs CO)
CO
12/21/2017 - 03/03/2023
SPIRE SECURITIES, LLC (Colorado Springs CO)
CO
11/01/2017 - 12/31/2017
CETERA ADVISOR NETWORKS LLC (COLORADO SPRINGS CO)
CO
09/26/2014 - 11/01/2017
GIRARD SECURITIES, INC. (COLORADO SPRINGS CO)
CO
11/01/2007 - 10/14/2014
SPIRE SECURITIES, LLC (COLORADO SPRINGS CO)
CO
01/06/2004 - 11/02/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (COLORADO SPRINGS CO)
NY
09/09/2002 - 01/13/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
10/01/1997 - 08/21/2002
CADARET, GRANT & CO., INC. (SYRACUSE NY)
CT
11/09/1995 - 10/01/1997
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NY
06/13/1995 - 11/07/1995
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
11/24/1992 - 05/15/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
08/25/1992 - 11/10/1992
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
FL
04/14/1992 - 08/24/1992
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
NA
12/05/1991 - 04/20/1992
G. R. PHELPS & CO., INC.
MN
11/29/1990 - 12/13/1991
AMEV INVESTORS, INC. (OAKDALE MN)
IA
Issued 11/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/26/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Papa is the right advisor for you? Invested Better is here to help.
