Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Lipscomb is an investment advisor representative at Ameriprise Financial Services, LLC. Michael has been in the financial industry since October 22, 1992. Michael has held previous roles with Wunderlich Securities, Inc., Capital Securities of America, Inc., Wachovia Securities Financial Network, LLC, JWGenesis Financial Group, Inc and Chatfield Dean & Co., Inc. Michael holds Series 7, Series 63, and Series 65 licenses. Michael is registered to provide investment advisory services in Florida, Georgia, New York, North Carolina, South Carolina, Texas, Virginia, Washington, and Wisconsin. Michael offers a range of financial services, including asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, 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
FL
10/07/2015 - Present
Ameriprise Financial Services, LLC (Orlando FL)
TN
03/01/2007 - 08/29/2014
WUNDERLICH SECURITIES, INC. (MEMPHIS TN)
OH
02/11/2004 - 03/01/2007
CAPITAL SECURITIES OF AMERICA, INC. (HARTVILLE OH)
MO
01/02/2001 - 02/27/2004
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
FL
01/04/1999 - 01/02/2001
JWGENESIS FINANCIAL GROUP, INC (BOCA RATON FL)
CO
10/23/1992 - 01/04/1999
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 09/22/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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