Unclaimed
Michael Bazile is a financial advisor with Meridian Wealth Management, LLC. Michael is a registered Investment Advisor Representative (IAR) and holds the Series 63, Series 65, Series 7, and Series 6 certifications. Michael has been in the industry since 2015 and previously worked with Northwestern Mutual Investment Services, LLC. Michael focuses on providing financial planning, portfolio management, and pension consulting services to high-net-worth individuals, businesses, and charitable organizations.
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.
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LA
08/23/2023 - Present
Meridian Wealth Management, LLC (Mandeville LA)
LA
01/04/2020 - 09/08/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Mandeville LA)
IA
Issued 06/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/04/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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