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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 E. Witt is a financial advisor at Ameriprise Financial Services, LLC with over 20 years of experience in the financial services industry. Michael has a wide range of experience working with a variety of clients including high-net-worth individuals, trusts/estates, charitable organizations, corporations, and pension and profit-sharing plans. Michael has specialized experience in asset allocation, financial planning, pension consulting, and portfolio management for both individuals and businesses. Michael's expertise and commitment to helping his clients achieve their financial goals have helped him build a successful career and a strong reputation in the industry.
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
TX
07/29/2021 - Present
Ameriprise Financial Services, LLC (PLANO TX)
TX
06/01/2009 - 01/11/2021
MORGAN STANLEY (DALLAS TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DALLAS TX)
TX
08/17/2000 - 04/02/2007
MORGAN STANLEY DW INC. (DALLAS TX)
IA
Issued 07/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/14/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2016
Series 3 - National Commodity Futures Examination
BC
Issued 08/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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