Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Howlett is an Investment Advisor Representative associated with Ameriprise Financial Services, LLC. Michael has been in the industry since May 2007. Michael is registered with the state of Illinois, Texas and 40 additional states. Michael is also licensed with FINRA. Michael has been employed with Ameriprise Financial Services, LLC since February 2021. Previously Michael was employed with Fidelity Brokerage Services LLC, J.P. Morgan Securities LLC, and Chase Investment Services Corp.. Michael has obtained the Series 6, 7 and 66 licenses and the SIE exam. Michael has experience in the following areas: asset allocation, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and portfolio management for individuals.
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
IL
09/07/2021 - Present
Ameriprise Financial Services, LLC (Itasca IL)
IL
01/29/2020 - 01/22/2021
FIDELITY BROKERAGE SERVICES LLC (NAPERVILLE IL)
IL
04/07/2014 - 01/15/2020
J.P. MORGAN SECURITIES LLC (AURORA IL)
IL
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
05/11/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
09/27/2006 - 01/11/2007
VALIC FINANCIAL ADVISORS, INC. (PEORIA IL)
BOTH
Issued 03/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Howlett is the right advisor for you? Invested Better is here to help.
