Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bakhshi is a financial advisor registered with Trilogy Capital, Inc. Michael has been in the industry since 2010 and is registered as an Investment Advisor Representative in California and Texas. Michael is also registered with FINRA and the state of California as a broker. Michael works with individuals, families, and businesses in various areas of financial planning and investment advisory services, including portfolio management and retirement planning. Michael is also a registered representative with LPL Financial and is experienced in insurance products. Michael's firm, Trilogy Capital, Inc., is an independent investment advisor firm located in Irvine, California.
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.
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
CA
03/20/2019 - Present
Trilogy Capital, Inc. (Torrance CA)
CA
06/30/2010 - 11/29/2017
NATIONAL PLANNING CORPORATION (TORRANCE CA)
IA
Issued 11/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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