Unclaimed
Franz Michael Barresi is a financial advisor with Ameriprise Financial Services, LLC. Franz is based in Chesterfield, Missouri and has been working in the industry since April 1983. Franz holds the Series 63, Series 65, Series 7, and the SIE licenses. Previous to Ameriprise Financial, Franz was also registered with Stifel, Nicolaus & Company, Incorporated, Prudential Securities Incorporated, Paine Webber Incorporated, and Dean Witter Reynolds Inc. Franz is a registered investment advisor and has been actively registered in multiple states throughout his career. Franz offers a broad range of services including financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Asset allocation services
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.
1
2
MO
10/03/2011 - Present
Ameriprise Financial Services, LLC (CHESTERFIELD MO)
MO
04/20/2001 - 09/20/2011
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CHESTERFIELD MO)
NY
04/08/1992 - 04/23/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
02/27/1987 - 04/10/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
04/21/1983 - 03/13/1987
DEAN WITTER REYNOLDS INC.
IA
Issued 03/10/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Franz Barresi is the right advisor for you? Invested Better is here to help.