Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dos santos Ferreira is a financial advisor with Ameriprise Financial Services, LLC, registered in Connecticut, Florida, New York and Texas. Michael is a Certified Financial Planner™ professional, providing financial planning, asset allocation services, portfolio management for individuals and businesses, pension consulting, educational seminars, selection of other advisors and publication of periodicals. Michael has been in the industry since 2007 and has been with Ameriprise Financial Services, LLC since 2020. Michael is licensed to provide investment advisory services in 4 states, including Connecticut, Florida, New York and Texas. Michael is also registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 66, and SIE licenses.
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
CT
10/06/2020 - Present
Ameriprise Financial Services, LLC (North Haven CT)
CT
08/16/2007 - 09/26/2007
AMERIPRISE FINANCIAL SERVICES, INC. (WOODBRIDGE CT)
BOTH
Issued 10/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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