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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 Edward Sommerfield is a financial advisor with Ameriprise Financial Services, LLC. Michael has been in the industry since March 26, 1999 and holds licenses in both Maryland and Texas. Prior to Ameriprise, Michael has been a registered representative of Ameriprise Advisor Services, Inc., Edward Jones, and Prudential Securities Incorporated. Michael is a Certified Financial Planner and specializes in several areas including retirement planning, college savings, and estate planning. Michael's office is located in Sparks, Maryland.
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
MD
12/16/2011 - Present
Ameriprise Financial Services, LLC (Sparks MD)
MD
07/08/2002 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (TIMONIUM MD)
MO
12/14/2000 - 07/01/2002
EDWARD JONES (ST. LOUIS MO)
NY
10/02/1998 - 06/26/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/22/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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