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MICHAEL DAVID PRESLEY
CRD#: 5911741
IA
B
OSAIC WEALTH, INC.CRD#: 23131 5161 ACORN RANCH ROAD
PUNTA GORDA, FL 33982
PUNTA GORDA, FL 33982
0
Disclosures
13
Years of Experience
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State Registrations
B
Alabama 11/3/2023
B
Missouri 11/3/2023
B
Arizona 11/3/2023
B
Montana 11/3/2023
B
California 11/3/2023
B
New Jersey 11/3/2023
B
Colorado 11/3/2023
B
New Mexico 11/3/2023
B
Florida 11/3/2023
B
New York 11/3/2023
IA
Florida 11/3/2023
B
North Carolina 11/3/2023
B
Georgia 11/3/2023
B
Pennsylvania 11/3/2023
IA
Georgia 11/3/2023
B
South Carolina 11/3/2023
B
Illinois 11/3/2023
IA
South Carolina 11/3/2023
B
Kentucky 11/3/2023
B
Tennessee 11/3/2023
B
Maine 11/3/2023
B
Texas 11/3/2023
B
Michigan 11/3/2023
B
Virginia 11/3/2023
B
Mississippi 11/3/2023
B
Wisconsin 11/3/2023
SRO Registrations
B
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IA
Registered with this firm since 11/3/2023
B
Registered with this firm since 11/3/2023
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 09/10/2013 - 11/03/2023 | PUNTA GORDA, FL | |
B | 08/24/2011 - 11/03/2023 | PUNTA GORDA, FL |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.