Unclaimed
Michael Bastien is a financial advisor with Voya Financial Advisors, Inc. Michael has been in the industry since 2007. Michael holds Series 7, Series 24, and SIE licenses and is registered in California. Michael's specializations include Investment Advisory Services, Broker Dealer Sales, Broker Dealer Trading, Broker Dealer Investment Management, and other Financial Products & Services. Michael has previous experience with ING FINANCIAL ADVISERS, LLC.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
01/28/2011 - Present
Voya Financial Advisors, Inc. (ROSEVILLE CA)
CA
06/01/2007 - 01/31/2011
ING FINANCIAL ADVISERS, LLC (ROSEVILLE CA)
BC
Issued 12/02/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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