Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Justine Radtke is a financial advisor with Osaic Wealth, Inc., located in Birmingham, AL. Michelle has been in the financial industry since 2003. She holds the Series 6, 7, 99, and SIE licenses, in addition to passing the Series 63 exam. Michelle has been with Osaic Wealth, Inc. since 2024 and has previously worked for SECURITIES AMERICA, INC., WELLS FARGO CLEARING SERVICES, LLC, WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC., WELLS FARGO INVESTMENTS, LLC, PRUCO SECURITIES CORPORATION, and PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC. Michelle specializes in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisors, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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
AL
06/14/2024 - Present
Osaic Wealth, Inc. (Birmingham AL)
AL
03/21/2024 - 06/14/2024
SECURITIES AMERICA, INC. (Birmingham AL)
MN
10/17/2012 - 02/20/2024
WELLS FARGO CLEARING SERVICES, LLC (MINNEAPOLIS MN)
MN
01/21/2011 - 10/01/2012
WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC. (MINNEAPOLIS MN)
MN
03/19/2009 - 12/31/2010
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
NJ
08/04/1997 - 04/23/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/01/1997 - 03/05/1997
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NJ
10/28/1994 - 01/01/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 07/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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