Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Jennifer Blass is an Investment Advisor Representative with 1015 Capital Partners, LLC based in Narberth, Pennsylvania. Michelle has been in the financial services industry for over 20 years and is a Certified Financial Planner. Michelle specializes in providing financial planning and portfolio management services to high-net-worth individuals, charitable organizations, and businesses. She is also registered as an Investment Advisor Representative in Pennsylvania.
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.
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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PA
04/01/2024 - Present
1015 Capital Partners, LLC (Narberth PA)
PA
08/28/2014 - 09/25/2015
LPL FINANCIAL LLC (PLYMOUTH MEETING PA)
PA
05/02/2012 - 08/31/2012
LPL FINANCIAL LLC (PLYMOUTH MEETING PA)
PA
07/02/2010 - 08/30/2010
WALNUT STREET SECURITIES, INC. (BERWYN PA)
PA
02/20/2008 - 07/08/2008
PRIMEVEST FINANCIAL SERVICES, INC. (LANSDALE PA)
PA
08/23/1999 - 02/21/2006
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 11/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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