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Martin MacDougall is a financial advisor in Milford, Michigan, and has been working in the financial services industry since March 21, 1996. Martin is a registered representative of Ameriprise Financial Services, LLC and has offices in Milford and Highland, Michigan. Martin holds a Series 7, 63, 66 and SIE licenses. Martin is also registered as an investment advisor representative in Michigan and Texas. Martin has previously been employed by IDS Life Insurance Company, PRUCO Securities Corporation, and Mariner Financial Services, Inc. Martin's specializations include portfolio management for individuals and businesses, financial planning, pension consulting, asset allocation, and educational seminars.
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
MI
06/23/2022 - Present
Ameriprise Financial Services, LLC (Milford MI)
MN
11/02/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
08/20/1997 - 09/23/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
FL
02/02/1994 - 08/10/1995
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
BOTH
Issued 07/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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