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Michael Robert Beck

Parnassus Funds Distributor, LLC

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About Michael Robert Beck

Michael Robert Beck is a financial advisor registered with Parnassus Funds Distributor, LLC. Michael has been in the industry since 2020. Michael holds Series 63, Series 6TO and SIE licenses and is registered in California. Michael works at the firm's San Francisco branch office located at 1 Market Street, Suite 1600, San Francisco, CA 94105.

Firm Information

Michael Beck is currently registered with Parnassus Funds Distributor, LLC. Parnassus Funds Distributor, LLC is a Limited Liability Company formed in March 2019. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Michael Beck’s Registration & Firm History

CA

09/06/2021 - Present

Parnassus Funds Distributor, LLC (San Francisco CA)

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Licenses & Designations

BC

Issued 11/07/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/06/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/21/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Robert Beck.
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