Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Metzger is an active financial advisor with 24 years of experience in the industry. Michelle is a Certified Financial Planner and is currently registered with Osaic Wealth, Inc. in Ohio and Texas. Michelle has been with Osaic Wealth, Inc. since 2025. Michelle has previously been employed by THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. Michelle holds a Series 63, Series 7, and SIE licenses. Michelle provides advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and pension and profit-sharing plans. Michelle is also a licensed agent for fixed insurance products, such as fixed annuities, disability, and traditional life insurance. Michelle has a strong track record of providing high-quality financial advice to clients across a range of needs.
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
OH
01/24/2025 - Present
Osaic Wealth, Inc. (CINCINNATI OH)
IN
01/03/2001 - 05/03/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 05/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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