Unclaimed
Michael A. Harrison is a financial advisor registered with Ameriprise Financial Services, LLC in Tyler, TX. Michael has been in the financial services industry since February 6, 2007 and is licensed to provide investment advice in California, Kansas and Texas. Michael is a Series 7 and Series 66 license holder and also holds the Securities Industry Essentials (SIE) designation. Michael is a Registered Representative of Ameriprise Financial Services, LLC. Prior to joining Ameriprise Financial Services, LLC, Michael worked for Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Michael can assist with financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisors, asset allocation services, educational seminars and publication of periodicals.
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
TX
06/04/2010 - Present
Ameriprise Financial Services, LLC (Tyler TX)
TX
06/01/2009 - 06/29/2010
MORGAN STANLEY SMITH BARNEY (TYLER TX)
TX
02/07/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TYLER TX)
BOTH
Issued 03/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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