Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Bastian is a financial advisor registered with the state of Michigan and the firm Osaic Wealth, Inc. Andrew has been in the financial industry since March 2007, providing financial services to a wide range of clients, including individuals, businesses, high net worth individuals, pension plans, and charitable organizations. Andrew is a registered representative and investment advisor representative, holding Series 6, 63, and 65 licenses. Andrew has extensive experience in financial planning, investment management, and tax preparation. Andrew is also a licensed real estate agent.
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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MI
01/19/2024 - Present
Osaic Wealth, Inc. (AUBURN HILLS MI)
MI
01/16/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (AUBURN HILLS MI)
MI
10/15/2008 - 01/16/2019
MICHIGAN SECURITIES, INC. (AUBURN HILLS MI)
MI
03/08/2007 - 10/06/2008
MML INVESTORS SERVICES, INC. (FARMINGTON HILLS MI)
IA
Issued 10/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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