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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Carretta is a financial advisor with Ameriprise Financial Services, LLC, located in Monroeville, PA. Michael has been in the financial industry since July 1994. Michael has the Series 6, 7, 24, and 63 securities licenses, and is also a Certified Financial Planner. Michael has been a registered representative with Ameriprise Financial Services, LLC since July 2003. Michael also has prior experience with IDS Life Insurance Company and PFS Investments Inc. Michael’s firm, Ameriprise Financial Services, LLC, manages assets between $1 billion and $10 billion, and provides various financial services to individuals and businesses. Michael is registered to provide advisory services in Arizona, California, Florida, Georgia, Maryland, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia.
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
PA
07/29/2003 - Present
Ameriprise Financial Services, LLC (Monroeville PA)
MN
10/31/1994 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
GA
07/26/1994 - 11/01/1994
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 07/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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