Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Szalkiewicz is a financial advisor with over 20 years of experience in the industry. Michael currently works at Ameriprise Financial Services, LLC in New York, NY. Before joining Ameriprise Financial Services, LLC, Michael worked at Wells Fargo Clearing Services, LLC and Oppenheimer & Co. Inc. Michael has a broad range of experience, specializing in providing investment advice to individuals, corporations, and trusts. Michael is a registered representative and investment advisor representative in multiple states and has passed the Series 66, Series 7, and SIE exams.
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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NY
01/27/2023 - Present
Ameriprise Financial Services, LLC (NEW YORK NY)
NY
11/18/2015 - 02/01/2023
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
06/21/2002 - 11/20/2015
OPPENHEIMER & CO. INC. (NEW YORK NY)
BOTH
Issued 07/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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