Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael James Metzger is a financial advisor with Ameriprise Financial Services, LLC. Michael has been in the financial services industry since 1997. Michael has a wide range of experience in the industry, having worked for firms such as Morgan Stanley, RBC Capital Markets Corporation, and J.B. Hanauer & Co. Michael holds Series 63, 65, 7, 9, 10, and SIE licenses. Michael has a Bachelor of Science degree in Business Administration from Saint Joseph's University. Michael specializes in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and 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.
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2
NJ
01/26/2016 - Present
Ameriprise Financial Services, LLC (FLORHAM PARK NJ)
NJ
01/28/2010 - 01/20/2016
MORGAN STANLEY (SHORT HILLS NJ)
NJ
10/09/2009 - 02/19/2010
RBC CAPITAL MARKETS CORPORATION (PARSIPPANY NJ)
PA
12/22/2000 - 10/09/2009
J. B. HANAUER & CO. (PHILADELPHIA PA)
NJ
04/29/1997 - 12/05/2000
NORI, HENNION, WALSH, INC. (PARSIPPANY NJ)
IA
Issued 11/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/18/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/28/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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