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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 Whittendale is a financial advisor at Ameriprise Financial Services, LLC. Michael is registered with the state of Washington as an Investment Advisor Representative and a Registered Representative. Michael is also registered with the state of Texas as a Registered Representative. Michael has been in the financial services industry for 2 years and has completed the Series 65, Series 63, Series 7TO, and SIE exams. Michael specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for 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
WA
10/18/2021 - Present
Ameriprise Financial Services, LLC (RENTON WA)
BC
Issued 07/30/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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