Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Evan Vassar is a financial advisor with over 8 years of experience in the financial services industry. Michael is currently registered with Robert W. Baird & Co. Inc. and has previously worked at CHARLES SCHWAB & CO., INC. and FIDELITY BROKERAGE SERVICES LLC. Michael has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Michael holds the Series 7, Series 63, and Series 66 licenses. Michael also holds the Certified Financial Planner designation. Michael is committed to providing his clients with the highest level of personalized service and helping them 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
OH
09/12/2022 - Present
Robert W. Baird & Co. Inc. (Cincinnati OH)
OH
09/09/2015 - 03/19/2019
CHARLES SCHWAB & CO., INC. (Cincinnati OH)
KY
07/18/2014 - 08/17/2015
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 08/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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