Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Edward Simmers is a financial advisor who has been in the industry since 1971. Michael Edward Simmers is currently registered with Ameriprise Financial Services, LLC and is located in Troy, Michigan. Previously, Michael Edward Simmers worked at Concorde Investment Services, LLC, L.M. Kohn & Company, Raymond James & Associates, Inc., Wunderlich Securities, Inc., Leonard & Company, Wachovia Securities, LLC, PaineWebber Incorporated, Kidder, Peabody & Co. Incorporated, Lehman Brothers Inc., Smith, Hague & Co., Incorporated, and The Ohio Company. Michael Edward Simmers holds the Series 63, Series 7TO, SIE, PC, and Series 1 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.
1
2
MI
09/05/2019 - Present
Ameriprise Financial Services, LLC (Troy MI)
MI
09/04/2018 - 07/29/2019
CONCORDE INVESTMENT SERVICES, LLC (Troy MI)
MI
07/20/2016 - 08/31/2018
L.M. KOHN & COMPANY (TROY MI)
MI
03/06/2015 - 07/08/2016
RAYMOND JAMES & ASSOCIATES, INC. (AUBURN HILLS MI)
MI
05/28/2010 - 03/11/2015
WUNDERLICH SECURITIES, INC. (BIRMINGHAM MI)
MI
04/15/2005 - 06/01/2010
LEONARD & COMPANY (TROY MI)
MO
02/11/2000 - 04/18/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NJ
01/28/1995 - 02/23/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
01/22/1991 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
09/25/1989 - 02/06/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/02/1977 - 10/23/1989
SMITH, HAGUE & CO., INCORPORATED
NA
06/06/1974 - 11/27/1977
THE OHIO COMPANY
NA
02/08/1971 - 07/04/1974
Y
BC
Issued 03/28/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1978
PC - AMEX Put and Call Exam
BC
Issued 02/04/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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