Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Reddy is a financial advisor with over 4 years of experience in the industry. Michele is currently registered with Osaic Wealth, Inc. and holds a Series 7TO, Series 66, and SIE licenses. Michele previously worked for SagePoint Financial, Inc. and has experience providing accounting, bookkeeping, and property management services. Michele is also an agent for ICM and works with clients to determine their insurance needs. Michele is a dedicated and experienced financial advisor committed to providing clients with the guidance and support they need to 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
CA
09/01/2023 - Present
Osaic Wealth, Inc. (CAMARILLO CA)
CA
02/14/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CAMARILLO CA)
CA
01/10/2019 - 04/29/2020
SAGEPOINT FINANCIAL, INC. (CAMARILLO CA)
BOTH
Issued 04/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/25/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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