Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Freislich is an active advisor with Osaic Wealth, Inc., a firm with a strong focus on providing financial planning and portfolio management for a wide range of clients, including individuals, businesses, and charitable organizations. Michele has over 40 years of experience in the financial industry. Prior to joining Osaic Wealth, Inc., Michele was registered with Securities America, Inc. and Wall Street Financial Group, Inc. While at Securities America Advisors, Michele was only an advisor using the platform. Michele has a strong commitment to providing personalized advice and is dedicated to helping 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.
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2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (VICTOR NY)
NY
09/23/2016 - 06/14/2024
SECURITIES AMERICA, INC. (WATERTOWN NY)
NY
03/15/1999 - 09/23/2016
WALL STREET FINANCIAL GROUP, INC. (WATERTOWN NY)
TX
04/22/1996 - 03/15/1999
ADDISON SECURITIES, INC. (DALLAS TX)
OH
11/18/1992 - 03/15/1996
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
07/05/1991 - 12/31/1992
INDEPENDENT FINANCIAL SECURITIES, INC.
NY
04/22/1991 - 07/03/1991
MONY SECURITIES CORP. (NEW YORK NY)
MO
09/25/1987 - 01/31/1990
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
05/16/1985 - 10/05/1987
ADVEST, INC.
NA
03/10/1982 - 05/24/1985
PAINEWEBBER INCORPORATED
NA
12/28/1981 - 04/05/1982
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1982
Series 3 - National Commodity Futures Examination
BC
Issued 12/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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