Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Hesse is a financial advisor registered with Osaic Wealth, Inc. and Texas Wealth Management, LLC. Michael has been in the industry since 1979 and is licensed to provide financial services in multiple states. Michael holds various licenses and designations including Series 7, 63, 24, 6TO, and 22TO and is also a Certified Financial Planner and a Chartered Financial Consultant. Michael's specializations include financial planning, portfolio management, and insurance services. Osaic Wealth, Inc. and Texas Wealth Management, LLC offer financial services to a wide range of clients including individuals, businesses, charitable organizations, and pension plans.
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
TX
11/03/2023 - Present
Osaic Wealth, Inc. (HOUSTON TX)
TX
11/09/1982 - 11/03/2023
FSC SECURITIES CORPORATION (HOUSTON TX)
NA
01/11/1979 - 11/11/1982
ATLANTIC SECURITIES, INC.
BC
Issued 05/07/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/1986
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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