Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gustave Wassmann is a financial advisor with over 13 years of experience in the industry. Michael is currently registered with Hbks Wealth Advisors in Erie, PA and Park Shore Partners LLC in Erie, PA. Michael has a strong background in compliance and holds the Series 7, 24, 53, 66, 99TO, and 14 licenses. Michael provides financial planning and portfolio management services to individuals, businesses, and charitable organizations. Michael also holds a law degree and has experience in legal consulting.
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.
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
PA
09/22/2011 - Present
Hbks Wealth Advisors (ERIE PA)
MI
02/19/2009 - 04/26/2011
INVESCOR WHOLESALE BD, INC. (BLOOMFIELD HILLS MI)
BOTH
Issued 09/20/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 12/06/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/18/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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