Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Eugene Smith is a financial advisor with over 40 years of experience in the industry. Michael Eugene Smith is currently registered with Ameriprise Financial Services, LLC. He is also registered in 31 states as a Broker and 2 states as an Investment Advisor Representative. Michael Eugene Smith has a wide range of certifications and licenses including Series 6, 7, 22, 24, 51, and 63. Michael Eugene Smith offers a variety of services including financial planning, pension consulting, asset allocation services, portfolio management for individuals and businesses, educational seminars, publication of periodicals and selection of other advisors.
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
WI
06/22/1988 - Present
Ameriprise Financial Services, LLC (STEVENS POINT WI)
MN
09/08/1980 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
09/08/1980 - 06/27/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
09/08/1980 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 11/07/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/13/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/05/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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