Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Bastien has been in the financial services industry since October 2008. Brian is currently registered with LPL Financial LLC in Troy, Michigan. Brian has experience with OSAIC INSTITUTIONS, INC., FIFTH THIRD SECURITIES, INC., and CHASE INVESTMENT SERVICES CORP. Brian holds Series 6, 63, and SIE licenses and specializes in various areas.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
02/01/2024 - Present
LPL Financial LLC (TROY MI)
MI
08/29/2018 - 02/01/2024
OSAIC INSTITUTIONS, INC. (TROY MI)
MI
03/25/2011 - 06/29/2018
FIFTH THIRD SECURITIES, INC. (STERLING HEIGHTS MI)
MI
07/25/2008 - 02/24/2011
CHASE INVESTMENT SERVICES CORP. (LINCOLN PARK MI)
BC
Issued 06/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Bastien is the right advisor for you? Invested Better is here to help.
