Unclaimed
Michael Colby Cormier is an investment advisor representative with Ameriprise Financial Services, LLC. Michael is also registered as an investment advisor representative in Florida. Michael's background includes experience with Morgan Stanley and Columbia Management Investment Distributors, Inc. Ameriprise Financial Services, LLC is a financial services company that provides investment management, financial planning, and insurance products. Michael has been in the financial services industry since February 8, 2013.
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
CT
02/09/2022 - Present
Ameriprise Financial Services, LLC (FARMINGTON CT)
MA
06/12/2017 - 12/14/2017
MORGAN STANLEY (BOSTON MA)
MA
08/03/2011 - 04/11/2017
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 10/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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