Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Basso is a financial advisor with over 18 years of experience in the financial services industry. Michael currently works at First Citizens Investor Services, Inc., a firm with a strong track record in providing financial advice and wealth management services. Previously, Michael worked at Key Investment Services LLC and McDonald Investments Inc. Michael is licensed to provide investment advice in North Carolina. Michael has obtained his Series 63, Series 6TO, SIE, and Series 6 licenses. Michael is committed to helping his clients reach 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.
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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2
NC
02/20/2024 - Present
First Citizens Investor Services, Inc. (Wilmington NC)
ME
01/18/2006 - 04/28/2010
KEY INVESTMENT SERVICES LLC (BANGOR ME)
ME
01/12/2004 - 01/18/2006
MCDONALD INVESTMENTS INC. (BANGOR ME)
BC
Issued 02/29/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/05/2024
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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