Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Winston is a financial professional with over 50 years of experience in the industry. Michael is currently registered with Osaic Wealth, Inc. and is based in FT. LAUDERDALE, FL. Michael has previously been employed with Securities America, Inc., Investcorp, Inc., Provident Marketing Corporation, PLA Securities Corporation, and Federated Securities, Inc.. Michael specializes in providing a variety of financial services to individuals, businesses, and institutions. Michael is committed to providing personalized financial advice and services 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.
1
2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (FT. LAUDERDALE FL)
FL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (FT. LAUDERDALE FL)
FL
10/07/1989 - 07/17/2020
INVESTACORP, INC. (FT. LAUDERDALE FL)
NA
01/14/1977 - 07/25/1989
PROVIDENT MARKETING CORPORATION
NA
10/02/1970 - 01/14/1977
PLA SECURITIES CORPORATION
NA
03/11/1974 - 11/25/1976
FEDERATED SECURITIES, INC.
BC
Issued 01/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1961
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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