Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sassaman is a financial advisor with Cadaret, Grant & Co., Inc. Michael has over 30 years of experience in the financial industry. Michael holds the Series 6, 7, 24, 63 and 66 licenses. Michael is registered to provide investment advice in Alabama, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Louisiana, Michigan, Missouri, New Mexico, New York, North Carolina, Ohio, Texas, Washington, and Wyoming. Michael has worked for several firms throughout his career including PNC INVESTMENTS and NATCITY INVESTMENTS, INC.
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.
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
OH
08/05/2019 - Present
Cadaret, Grant & CO., Inc. (TOLEDO OH)
OH
11/13/2009 - 12/08/2010
PNC INVESTMENTS (TOLEDO OH)
OH
06/29/2005 - 11/13/2009
NATCITY INVESTMENTS, INC. (TOLEDO OH)
OH
02/15/2000 - 06/20/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
NJ
10/30/1991 - 02/29/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/30/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 12/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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