Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ferrer is a financial professional with over 18 years of experience in the industry. Michael has a proven track record of providing comprehensive financial advice to individuals and families. Michael is currently registered with Integrity Advisory Solutions and has previously been registered with several other firms, including BLACKROCK INVESTMENTS, LLC, DELAWARE DISTRIBUTORS, L.P., IVY DISTRIBUTORS, INC., WADDELL & REED, OPPENHEIMERFUNDS DISTRIBUTOR, INC., AMERIPRISE FINANCIAL SERVICES, INC., and IDS LIFE INSURANCE COMPANY. Michael is also a licensed insurance agent. Michael specializes in providing financial planning, investment management, and consulting services. Michael Ferrer is dedicated to helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting 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
CO
10/18/2024 - Present
Integrity Advisory Solutions (Littleton CO)
CO
05/25/2022 - 09/05/2024
BLACKROCK INVESTMENTS, LLC (Denver CO)
PA
05/03/2021 - 03/04/2022
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
KS
10/22/2018 - 08/31/2021
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
10/22/2018 - 04/21/2021
WADDELL & REED (OVERLAND PARK KS)
NY
03/06/2006 - 10/09/2018
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
MN
09/28/2004 - 01/05/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
09/28/2004 - 01/05/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Ferrer is the right advisor for you? Invested Better is here to help.
