Unclaimed
Michael William McGowan is a financial advisor with Osaic Wealth, Inc. Michael has been in the financial services industry since 1998 and is a Certified Financial Planner. Michael holds the Series 7, Series 66, and SIE licenses. Michael has been registered with the state of North Carolina since 2000 and has been registered with the state of Arizona since 2015. Michael is also registered with the state of Iowa, Maine, Minnesota, Nevada, Pennsylvania, South Carolina, and Virginia. Michael has been with Osaic Wealth, Inc. since 2018 and is active in the financial services industry. Michael's experience, credentials, and registrations allow him to provide a wide range of financial services to clients. Michael is a knowledgeable and experienced financial advisor who can help individuals and families 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
NC
11/16/2018 - Present
Osaic Wealth, Inc. (CHARLOTTE NC)
MD
04/09/1998 - 11/16/1999
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 04/14/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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