Unclaimed
Michael Evanoff is an Investment Advisor Representative with Ameriprise Financial Services, LLC with experience in the industry since November 1995. Michael Evanoff has been registered with Ameriprise Financial Services, LLC since February 2009. Michael Evanoff holds licenses in Georgia and Texas. Prior to joining Ameriprise Financial Services, LLC Michael Evanoff was registered with BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC. and SCHNEIDER SECURITIES, INC. Michael Evanoff's specializations include financial planning, portfolio management for individuals and businesses, and selection of other advisers.
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
GA
04/22/2009 - Present
Ameriprise Financial Services, LLC (ATLANTA GA)
GA
10/20/2004 - 02/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NORCROSS GA)
NY
07/12/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
CO
06/06/1997 - 07/09/2001
SCHNEIDER SECURITIES, INC. (DENVER CO)
NJ
11/16/1995 - 06/12/1997
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
IA
Issued 06/10/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/04/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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