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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Costley is a financial advisor with over 24 years of experience in the financial services industry. Michael is currently registered with Ameriprise Financial Services, LLC, and American Enterprise Investment Services Inc. Michael has held previous positions with Primevest Financial Services, Inc., Investment Centers of America, Inc., and Piper Jaffray Inc. Michael specializes in providing financial planning, portfolio management, and educational seminars to individuals and businesses.
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
MN
09/06/2011 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
12/22/1999 - 02/01/2000
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
WI
04/05/1999 - 12/22/1999
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
MN
11/10/1998 - 04/22/1999
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 11/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2018
Series 4 - Registered Options Principal Examination
BC
Issued 01/22/2008
Series 24 - General Securities Principal Examination
BC
Issued 02/21/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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