Michalis BatasCRD Number: 5491943
Current Firm: Ameriprise Financial Services, Inc.
Michalis Batas (CRD# 5491943) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Rye Brook, NY and has over 5 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
H. Beck, Inc.
|Ameriprise Financial Services Inc.||Rye Brook, NY||Feb 2016 - Current||1|
|Quasar Distributors, LLC||Milwaukee, WI||Jan 2015 - Feb 2016||1|
|Wbi Investments, Inc.||Red Bank, NJ||Dec 2014 - Feb 2016||1|
|Fora Financial||New York, NY||Jan 2014 - Dec 2014||< 1|
|Jp Morgan Securities LLC||Flushing, NY||Jun 2013 - Dec 2014||1|
|Davidd Rossett||New York, NY||Oct 2012 - Jun 2013||< 1|
|Northwestern Mutual Investment Services, LLC||New York, NY||Aug 2011 - Jun 2013||1|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Dec 2010 - Oct 2012||1|
|Coopertown Restaurant||New York, NY||Sep 2001 - Oct 2010||9|
|Baruch College||New York, NY||Jun 2008 - Jan 2010||1|
|Chase Investment Services Corp||Lindenhurst, NY||Feb 2008 - Jun 2008||< 1|
|Jpmorgan Chase Bank Na||Lindenhurst, NY||Jan 2008 - May 2008||< 1|
|Baruch College||New York, NY||Sep 2003 - Feb 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
|S63||Uniform Securities State Law Examination||Oct 2011|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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