Michael
Vassey
World Investments, Inc
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About this Advisor
Michael Vassey is a financial advisor based in Lincroft, New Jersey, working with World Investments, Inc. Michael has previously held positions at Michael D Vassey Insurance Agency, Pts Brokerage, LLC, Stanton Chapel Insurance Associates, and Tfs Securities Inc. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in the District of Columbia, Florida, Georgia, Maryland, New Jersey, North Carolina, Ohio, and Pennsylvania. Currently, Michael is part of World Investments, Inc, which operates out of Lincroft, New Jersey. The firm has 94 offices and 155 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at World Investments, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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World Investments, Inc Brokerage Details
$1,317,985,140
155
5,238
$251,620
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Michael Vassey Work History
Tfs Securities Inc
Stanton Chapel Insurance Associates
Pts Brokerage, LLC
Michael D Vassey Insurance Agency
Disclosures
Please visit the SEC profile of Michael Vassey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at World Advisory Services
Bayonne, NJ
Lincroft, NJ
West Orange, NJ
Lincroft, NJ
Spring Lake, NJ
Bayonne, NJ
Lincroft, NJ
Lincroft, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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