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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bakos is a financial advisor with Beacon Pointe Advisors, LLC. Michael has been in the financial industry for over 20 years and has experience providing financial planning and portfolio management services to individuals, businesses, and institutions. Michael has held previous roles at Fidelity Investments and TD Ameritrade. Michael is registered with the state of California. Michael has passed the Series 7, Series 9, Series 10, Series 63, and Series 66 exams.
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.
Strategic management for diversified investment portfolios.
Consulting services
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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CA
02/03/2021 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
CA
03/09/2007 - 06/13/2018
FIDELITY BROKERAGE SERVICES LLC (SAN DIEGO CA)
CA
07/29/2005 - 03/01/2007
TD AMERITRADE, INC. (SAN DIEGO CA)
NE
04/14/1999 - 02/09/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 11/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/08/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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