Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Christopher Assad is an investment advisor representative with Vicus Capital, Inc. in Bethlehem, Pennsylvania. Michael has been in the financial services industry since 2003. Prior to joining Vicus Capital, Inc., Michael worked at Walnut Street Securities, Inc. and Ameriprise Financial Services, Inc. Michael is licensed to sell securities in Pennsylvania and New Jersey. Michael holds the Series 66, SIE, and Series 7 licenses. Michael provides financial planning services to individuals and families. Michael also provides investment advisory services to pension and profit-sharing plans, corporations, and other businesses. Michael’s mission is to help individuals and families achieve their financial goals.
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.
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
PA
08/19/2014 - Present
Vicus Capital, Inc. (BETHLEHEM PA)
PA
01/26/2007 - 09/03/2013
WALNUT STREET SECURITIES, INC. (BETHLEHEM PA)
PA
08/07/2003 - 01/09/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CENTER VALLEY PA)
MN
08/07/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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