Unclaimed
Michael Nickler is an investment advisor representative at Ameriprise Financial Services, LLC. Michael has been in the industry for 11 years. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7 and Series 66 licenses. Michael is also licensed as an investment advisor in Florida and Texas. Michael has a diverse background and experience serving high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. Michael has specialized knowledge in the areas of investment management, asset allocation, financial planning, and pension consulting. Michael is a registered representative of Ameriprise Financial Services, LLC.
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
FL
05/10/2024 - Present
Ameriprise Financial Services, LLC (PALM BEACH GARDENS FL)
FL
05/10/2023 - 05/21/2024
MORGAN STANLEY (Palm Beach Gardens FL)
FL
06/21/2017 - 04/20/2023
MORGAN STANLEY (Palm Beach Gardens FL)
FL
05/27/2016 - 06/09/2017
WELLS FARGO CLEARING SERVICES, LLC (DELRAY BEACH FL)
FL
04/08/2013 - 04/20/2016
MORGAN STANLEY (WEST PALM BEACH FL)
BOTH
Issued 07/11/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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