Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Chanut Young is a financial advisor with Osaic Wealth, Inc. in TUSTIN, CA. Michele has been working in the financial industry since 1992. Michele is registered with the state of California as an investment advisor representative. In addition to providing financial advice, Michele also offers insurance sales as an agent.
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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2
CA
06/14/2024 - Present
Osaic Wealth, Inc. (TUSTIN CA)
CA
05/31/2001 - 06/14/2024
SECURITIES AMERICA, INC. (TUSTIN CA)
CA
05/05/1997 - 06/12/2001
FMN CAPITAL CORPORATION (MISSION VIEJO CA)
MA
03/01/1996 - 04/11/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
04/14/1992 - 03/01/1996
G. R. PHELPS & CO., INC.
NJ
11/21/1991 - 03/04/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
11/21/1991 - 03/04/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 10/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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