Unclaimed
Michael Figurski is a financial advisor with Ameriprise Financial Services, LLC based in Bedminster, NJ. Michael has been in the industry since 1999 and holds a Series 66, Series 7, and SIE licenses. Michael has prior experience with UBS Financial Services INC., PNC Investments, UVEST Financial Services Group, Inc., Financial Network Investment Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael specializes in providing financial planning, asset allocation services, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
NJ
05/10/2021 - Present
Ameriprise Financial Services, LLC (Bedminster NJ)
NJ
07/13/2007 - 07/28/2014
UBS FINANCIAL SERVICES INC. (Warren NJ)
NJ
03/22/2004 - 07/25/2007
PNC INVESTMENTS (BRIDGEWATER NJ)
NC
10/16/2002 - 03/29/2004
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
CA
07/08/2002 - 10/22/2002
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NY
02/18/1999 - 10/26/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/17/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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