Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Nielsen is a financial professional with over 38 years of experience in the financial services industry. Michelle is currently registered with Osaic Wealth, Inc. and has been with the firm since September 2023. Michelle has also held previous positions with SAGEPOINT FINANCIAL, INC., AMERICAN GENERAL SECURITIES INCORPORATED, SUNAMERICA SECURITIES, INC., ANCHOR NATIONAL FINANCIAL SERVICES, INC., INTEGRATED RESOURCES EQUITY CORPORATION, E. F. HUTTON & COMPANY INC, BLN INVESTMENT CORP., and KIRKPATRICK, PETTIS, SMITH, POLIAN INC. Michelle is licensed to provide financial services in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Michelle specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Michelle has passed the Series 7, Series 24, Series 53, Series 63, and Series 66 exams. Michelle is a dedicated financial professional with a long history of providing excellent service to her clients.
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
NE
09/01/2023 - Present
Osaic Wealth, Inc. (OMAHA NE)
NE
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (OMAHA NE)
AZ
02/01/2008 - 10/29/2008
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
AZ
05/19/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
04/05/1989 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
07/13/1987 - 04/13/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
11/03/1986 - 10/13/1987
E. F. HUTTON & COMPANY INC
NA
12/04/1985 - 06/26/1986
BLN INVESTMENT CORP.
NA
09/25/1984 - 11/29/1985
KIRKPATRICK, PETTIS, SMITH, POLIAN INC.
BOTH
Issued 11/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/12/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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