Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Barth is a financial advisor in Durango, CO and has been in the industry since August 1987. Michael has a strong background in providing financial advice to individuals, businesses, and institutions. Michael is currently registered with Ameriprise Financial Services, LLC and is licensed to provide investment advice in multiple states. Previously, Michael was a registered representative of ROBERT W. BAIRD & CO. INCORPORATED, UBS FINANCIAL SERVICES INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Michael holds the Series 63, Series 65, Series 7, and Series 31 licenses. Michael is also a Certified Financial Planner™. Michael is committed to helping clients reach their financial goals. Michael is associated with Ameriprise Financial Services, LLC.
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
CO
10/29/2020 - Present
Ameriprise Financial Services, LLC (Durango CO)
CO
07/20/2018 - 10/23/2020
ROBERT W. BAIRD & CO. INCORPORATED (Durango CO)
DC
11/13/2008 - 07/31/2018
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
VA
03/14/1994 - 11/15/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALEXANDRIA VA)
NY
11/23/1987 - 03/21/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
06/26/1987 - 09/28/1987
SHERWOOD CAPITAL, INC.
IA
Issued 02/04/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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