Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Toni? Claim Your ProfileToni Rae Michel is a registered investment advisor representative with Osaic Wealth, Inc. Toni has been in the financial services industry since 1998, and has a wide range of experience in both investment advisory and brokerage services. Toni currently holds several licenses, including Series 7, 6, 63, 66, 24, 4, and 53, demonstrating a commitment to professional development and a breadth of expertise in the field. Toni is registered to provide investment advisory services in all 50 states and the District of Columbia.
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
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
07/22/2014 - 06/14/2024
SECURITIES AMERICA, INC. (LA VISTA NE)
NE
02/06/1998 - 07/18/2014
SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)
BOTH
Issued 07/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/23/2014
Series 4 - Registered Options Principal Examination
BC
Issued 03/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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