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Basam Malik

Basam Malik

Basam Malik | Retirement Plan Advisor

Lansing, MI | 517.316.2440 | Email
Service Areas | Retirement plan consulting, participant education/communication, investment research and analysis, fixed income portfolio design

Basam is a retirement plan advisor and is located in Rehmann’s Lansing office. He works to improve the overall retirement readiness of retirement plan clients through delivery of participant education, enrollment services and comprehensive day-to-day support.

Experience

Basam joined Rehmann Financial in 2010 in an administrative capacity before transitioning to the Trade Desk as the lead trader within the firm. As a lead trader, he executed all securities trades and transactions for the firm. Basam was part of Rehmann’s Capital Management Group team, researching, analyzing and recommending investments, and designing, proposing, implementing and maintaining Fixed Income investment portfolios. He also developed and implemented procedures and protocols for the Trade Desk.

In 2013, Basam joined Rehmann Retirement Builders in his current role as a retirement plan advisor. He believes in building strong relationships with clients, participants and plan advisors through education and value-driven service and support, enabling them to work together toward long term retirement readiness goals.

He is a C(k)P® Certified 401(k) Professional in good standing with The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. He holds Series 7 and 66 licenses and is pursuing additional education in the field of retirement plans and planning.

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Securities offered through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor. 4086 Legacy Parkway, Lansing, MI 48911 | 517.316.2400

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