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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Litherland is a financial advisor with Ameriprise Financial Services, LLC, working in the Washington, DC area. Michael has over 27 years of experience in the financial services industry. Michael is registered with FINRA as a General Securities Representative, holds a Series 63 and a Series 65 license, and has passed the Securities Industry Essentials (SIE) exam. Michael has previously worked at BB&T Investment Services, Inc., Citigroup Global Markets Inc., CitiCorp Investment Services, Morgan Stanley DW Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael specializes in providing financial planning, pension consulting, educational seminars, asset allocation services, and portfolio management for individuals and businesses. Michael is registered in 41 states and the District of Columbia.
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
DC
12/04/2019 - Present
Ameriprise Financial Services, LLC (Washington DC)
MD
12/08/2009 - 11/29/2016
BB&T INVESTMENT SERVICES, INC. (GAITHERSBURG MD)
MD
05/29/2007 - 12/04/2009
CITIGROUP GLOBAL MARKETS INC. (SILVER SPRING MD)
MD
04/09/2002 - 05/29/2007
CITICORP INVESTMENT SERVICES (SILVER SPRING MD)
NY
03/30/1998 - 04/08/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
10/31/1994 - 04/02/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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