Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael St marie is an investment advisor representative with Ameriprise Financial Services, LLC. Michael has been in the industry since June 2008 and is licensed to provide investment advice in Wisconsin. Michael also has a Series 7 and SIE license. Michael's firm is headquartered in Minneapolis, Minnesota and manages approximately $1 billion - $10 billion in assets. Ameriprise provides financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and publication of periodicals.
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
WI
05/05/2017 - Present
Ameriprise Financial Services, LLC (New London WI)
WI
11/02/2015 - 05/09/2017
CUSO FINANCIAL SERVICES, L.P. (Appleton WI)
WI
06/18/2008 - 11/10/2015
AMERIPRISE FINANCIAL SERVICES, INC. (MADISON WI)
BOTH
Issued 07/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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