Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Harvey Massie is a financial advisor with Ameriprise Financial Services, LLC, a firm that manages between $1 billion and $10 billion in assets. Michael has been in the financial industry since March 1983 and has a wide range of experience in providing financial advice to individuals, families, and businesses. Michael holds licenses in Broker-Dealer and Investment Advisor. Michael is registered in 33 states and the District of Columbia. Michael’s firm has provided financial advice to individuals, corporations, charitable organizations, trusts and estates, and pension and profit-sharing plans. Michael has experience in asset allocation, financial planning, educational seminars, and selection of other advisors. Michael’s primary office is located in Vienna, VA.
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
VA
10/16/2020 - Present
Ameriprise Financial Services, LLC (VIENNA VA)
VA
01/28/1995 - 10/27/2020
UBS FINANCIAL SERVICES INC. (VIENNA VA)
NY
03/02/1983 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 02/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/1984
Series 3 - National Commodity Futures Examination
BC
Issued 02/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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