Unclaimed
Michael Emil Fassi is a financial advisor with Centaurus Financial, Inc. Michael has over 40 years of experience in the financial services industry. Michael is registered with the state of Colorado as both a broker-dealer and an investment advisor. Michael is committed to providing his clients with personalized financial advice and guidance. Michael specializes in portfolio management for individuals and businesses. Michael is also an active member of the Civil Air Patrol, serving as Group Commander.
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.
1
2
CO
09/18/2018 - Present
Centaurus Financial, Inc. (WINDSOR CO)
CO
08/03/2005 - 12/13/2005
GENEOS WEALTH MANAGEMENT, INC. (FORT COLLINS CO)
NE
01/21/2004 - 08/03/2005
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
CA
01/30/2001 - 12/31/2003
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
CO
03/29/1999 - 01/05/2001
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
AZ
10/07/1998 - 03/09/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
12/07/1995 - 07/30/1997
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
08/25/1993 - 11/07/1995
PACIFIC MUTUAL DISTRIBUTORS, INC. (NEWPORT BEACH CA)
NA
02/22/1980 - 10/15/1993
M. E. METZLER ORGANIZATION, INC.
MO
10/06/1992 - 08/19/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
05/27/1992 - 10/09/1992
F & G SECURITIES, INC.
NA
06/06/1989 - 06/09/1992
USF&G INVESTMENT SERVICES, INC.
NA
04/16/1986 - 08/01/1988
KIDDER, PEABODY & CO. INCORPORATED
NA
12/28/1981 - 04/04/1988
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
09/20/1978 - 05/15/1986
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
05/21/1984 - 04/19/1986
E. F. HUTTON & COMPANY INC
NA
03/16/1978 - 09/30/1978
THE VARIABLE ANNUITY MARKETING COMPANY
NA
10/21/1976 - 04/13/1978
I. M. SIMON & CO.
IA
Issued 12/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1984
Series 3 - National Commodity Futures Examination
BC
Issued 08/24/1977
PC - AMEX Put and Call Exam
BC
Issued 10/16/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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