Unclaimed
Michael Kassab is a financial advisor with over 15 years of experience in the financial services industry. Michael is currently registered with Calamos Advisors LLC and Calamos Wealth Management LLC. Previously, Michael has worked with Credit Suisse Securities (USA) LLC, Foreside Fund Services, LLC, Jefferies & Company, Inc., and Gabelli & Company, Inc. Michael has a wide range of experience in the financial services industry, including investment banking, research, and portfolio management. Michael holds the Series 63, Series 7, Series 24, Series 86, and Series 87 licenses. Michael is also a CFA charterholder.
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.
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.
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.
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.
1
2
IL
11/01/2019 - Present
Calamos Advisors LLC (NAPERVILLE IL)
NY
11/02/2009 - 10/10/2014
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
CT
11/29/2007 - 10/09/2009
FORESIDE FUND SERVICES, LLC (GREENWICH CT)
CT
08/10/2006 - 06/01/2007
JEFFERIES & COMPANY, INC. (STAMFORD CT)
NY
12/16/2002 - 09/21/2004
GABELLI & COMPANY, INC. (RYE NY)
BC
Issued 08/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2010
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 01/05/2010
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Kassab is the right advisor for you? Invested Better is here to help.