Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michel? Claim Your ProfileMichel Bess is a financial advisor who has been working in the industry since 2004. Michel is currently registered with Raymond James & Associates, Inc., a firm that has been in business since 1962. Michel has a broad range of experience, having worked at both Wells Fargo Advisors and Edward Jones in the past. Michel specializes in providing financial planning, pension consulting, and portfolio management services to individuals, corporations, and other businesses.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
04/17/2024 - Present
Raymond James & Associates, Inc. (Carmel IN)
IN
05/29/2009 - 02/07/2024
WELLS FARGO CLEARING SERVICES, LLC (KOKOMO IN)
IN
08/06/2004 - 06/01/2009
EDWARD JONES (KOKOMO IN)
BOTH
Issued 04/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/16/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2011
Series 3 - National Commodity Futures Examination
BC
Issued 08/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michel Bess is the right advisor for you? Invested Better is here to help.
