Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lindsey has over 7 years of experience in the financial services industry. Michael is a registered representative and investment advisor representative of Ameriprise Financial Services, LLC. Michael is licensed in 13 states and holds Series 7, 66 and SIE licenses. Michael has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Michael provides financial planning, portfolio management, and asset allocation services. Ameriprise Financial Services, LLC is a leading financial services firm providing a wide range of financial products and services to individuals, families, and businesses.
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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2
OH
05/29/2020 - Present
Ameriprise Financial Services, LLC (CANTON OH)
OH
09/10/2012 - 06/01/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CANTON OH)
BOTH
Issued 10/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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