Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bechard is an Investment Advisor Representative associated with Vanguard Advisers, Inc. Michael has a strong background in financial services, having worked at Fidelity Brokerage Services, LLC. Michael has a wide range of experience, having worked for companies including CMHC Inc., Centerstone, Amazon.com, Inc., and Lindsey Wilson College. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in providing financial advice to individuals, businesses, and investment companies.
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.
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
NC
05/19/2022 - Present
Vanguard Advisers, Inc. (Charlotte NC)
KY
11/14/2016 - 04/18/2022
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 05/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/06/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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