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 Bass has been in the financial industry since 1995 and has been an active investment advisor since 2000. Michael has a strong background in both securities and investment advisory services. Michael is currently registered with Wealth Advisory Group, Inc. and BCG Securities, Inc. He is also a registered investment advisor representative in Pennsylvania and New Jersey. Michael holds a Series 7, 63 and 65 licenses and the SIE exam. Michael is a specialist in various areas of financial advising including financial planning, portfolio management, and selection of other advisors.
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.
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
PA
03/15/2010 - Present
BCG Securities, Inc. (Berwyn PA)
PA
04/12/1995 - 03/09/2010
AXA ADVISORS, LLC (WAYNE PA)
NY
04/12/1995 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/11/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Bass is the right advisor for you? Invested Better is here to help.
