Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Daniel Handzo is a financial advisor at Ameriprise Financial Services, LLC. Michael has been in the financial services industry since 1992 and is currently registered with FINRA and the states of Minnesota, New Jersey, New York, and Texas. Michael has a wide range of experience working with various clients, including individuals, high-net-worth individuals, corporations, and retirement plans. Michael specializes in asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals. Michael has held previous positions at Ameriprise Advisor Services, Inc., Rickel & Associates, Inc., Nori, Hennion, Walsh, Inc., Reich & Co., Inc., Thomas James Associates, Inc., and South Richmond Securities, Inc.
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
NJ
02/22/2010 - Present
Ameriprise Financial Services, LLC (Totowa NJ)
NJ
11/16/1994 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SADDLEBROOK NJ)
NY
07/12/1994 - 09/21/1994
RICKEL & ASSOCIATES, INC. (NEW YORK NY)
NJ
01/01/1993 - 08/02/1994
NORI, HENNION, WALSH, INC. (PARSIPPANY NJ)
NA
07/28/1992 - 03/15/1993
REICH & CO., INC.
NY
04/30/1992 - 07/28/1992
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NA
10/24/1991 - 04/10/1992
SOUTH RICHMOND SECURITIES, INC.
IA
Issued 11/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/05/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 10/22/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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