Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Arthur Schor is a financial advisor with Ameriprise Financial Services, LLC. Michael has been in the financial industry since 2008 and holds a Series 63, 66, and 7 licenses as well as the SIE exam. Michael is also a Certified Financial Planner. Michael is registered to offer investment advice in 19 states and has a history of working with individuals, families, businesses, trusts/estates, insurance companies, charitable organizations, and pension and profit sharing plans. Michael's clients have assets under management ranging from $1 million to $10 billion.
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.
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01/02/2019 - Present
Ameriprise Financial Services, LLC (EUGENE OR)
CA
09/11/2008 - 01/08/2013
AMERIPRISE FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
BC
Issued 02/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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