Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bien is a financial advisor with over 19 years of experience in the financial services industry. Michael has been registered with the Securities and Exchange Commission (SEC) since 2004 and is currently registered with the state of Oregon and Texas. Michael has a strong background in providing financial advice to individuals, businesses, and charitable organizations. Michael is currently affiliated with Independent Solutions Wealth Management, LLC, where they provide a wide range of financial services, including financial planning, portfolio management, and educational seminars. Michael is committed to providing personalized financial advice and helping clients 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.
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.
1
2
OR
06/27/2023 - Present
Independent Solutions Wealth Management, LLC (Beaverton OR)
OR
01/05/2012 - 06/24/2016
NEXT FINANCIAL GROUP, INC. (PORTLAND OR)
OR
08/10/2004 - 10/19/2011
WOODBURY FINANCIAL SERVICES, INC. (LAKE OSWEGO OR)
BOTH
Issued 02/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Bien is the right advisor for you? Invested Better is here to help.
