Unclaimed
Michael Cullinane is a financial advisor with Ameriprise Financial Services, LLC. Michael has been in the financial industry since 2009. Michael holds Series 66 and Series 7 licenses, as well as the SIE exam. Michael has worked for several firms throughout their career including, Cetera Investment Services LLC, Investment Centers of America, Inc., Raymond James Financial Services, Inc., and Fintegra, LLC. Michael has been registered in 18 states and provides advisory services to individuals, trusts/estates, corporations/businesses, charitable organizations, and pension and profit-sharing plans. Michael is also a Board of Directors member of Cullinane and RPWM.
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
KS
04/22/2022 - Present
Ameriprise Financial Services, LLC (MCPHERSON KS)
KS
11/05/2015 - 04/25/2022
CETERA INVESTMENT SERVICES LLC (MCPHERSON KS)
KS
05/20/2015 - 10/22/2015
INVESTMENT CENTERS OF AMERICA, INC. (McPherson KS)
KS
01/02/2014 - 01/05/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEWTON KS)
KS
02/20/2012 - 10/23/2013
FINTEGRA, LLC (DODGE CITY KS)
KS
09/21/2009 - 03/02/2011
EDWARD JONES (MCPHERSON KS)
BOTH
Issued 10/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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