Unclaimed
Michael Bruggemann is a financial advisor in Honolulu, HI. Michael has been working in the financial industry since April 2008. Michael is registered with Ameriprise Financial Services, LLC and is licensed in Hawaii. He also holds a Series 66 license and Series 7 license. Michael has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Michael has expertise in providing asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management services.
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.
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2
HI
01/04/2024 - Present
Ameriprise Financial Services, LLC (Honolulu HI)
HI
07/01/2013 - 11/28/2017
SAGEPOINT FINANCIAL, INC. (HONOLULU HI)
HI
04/03/2008 - 07/10/2013
AXA ADVISORS, LLC (HONOLULU HI)
BOTH
Issued 04/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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