Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Charles Sasso is a financial advisor at Ameriprise Financial Services, LLC. Michael has been in the financial industry since 1979 and has extensive experience in advising clients. Michael holds Series 7, 7TO, 24, 63 and 65 licenses. Michael has previously worked at M.J. Whitman LLC, M. J. Whitman, INC., M J Whitman & CO., INC and Cowen & Co. Michael has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and trusts.
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
NY
02/23/2017 - Present
Ameriprise Financial Services, LLC (NEW YORK NY)
NY
09/20/2002 - 01/09/2017
M.J. WHITMAN LLC (NEW YORK NY)
NY
05/31/1991 - 09/20/2002
M. J. WHITMAN, INC. (NEW YORK NY)
NA
06/08/1989 - 08/26/1991
M J WHITMAN & CO., INC
NA
10/19/1982 - 05/09/1989
COWEN & CO.
IA
Issued 01/31/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1979
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Michael Sasso is the right advisor for you? Invested Better is here to help.
