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Michael Steven Fasone

FCI Advisors

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About Michael Steven Fasone

Michael Steven Fasone is a financial advisor with FCI Advisors and is registered as an Investment Advisor Representative. Michael has been in the industry since 2000 and has a history of working with firms such as WESBANCO SECURITIES, INC., PARK AVENUE SECURITIES LLC, and CHASE INVESTMENT SERVICES CORP. Michael has a strong background in financial planning and portfolio management. He offers a variety of services to individual and institutional clients, including asset allocation, portfolio management, and financial planning. Michael is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.

Firm Information

Michael Fasone is currently registered with FCI Advisors. FCI Advisors is an investment advisor based in Overland Park, KS. They provide a range of advisory services including financial planning, asset allocation, portfolio management, and selection of other advisors. They manage approximately $15 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and investment companies.
FCI Advisors

5901 COLLEGE BOULEVARD

OVERLAND PARK, KS 66211

$15.08B

Assets Under Management

5

Total Clients

39

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation services

Asset allocation services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Fasone’s Registration & Firm History

OH

01/11/2023 - Present

FCI Advisors (Westerville OH)

OH

08/09/2013 - 11/15/2022

WESBANCO SECURITIES, INC. (Columbus OH)

OH

06/18/2010 - 07/01/2013

PARK AVENUE SECURITIES LLC (DUBLIN OH)

OH

08/10/2005 - 05/13/2010

CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)

NY

04/25/2002 - 09/14/2005

PARK AVENUE SECURITIES LLC (NEW YORK NY)

MN

09/15/2000 - 06/27/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/15/2000 - 06/27/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 01/09/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/18/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/30/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Steven Fasone.
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