Unclaimed
Michael Jameson Sellars is a financial advisor at Ameriprise Financial Services, LLC. Michael has been in the financial services industry since 2015. Michael holds Series 6, 7TO, 63 and 66 securities licenses. Michael is registered to offer securities in the following states: Arizona, Florida, Maryland, Massachusetts, New Jersey, New York, North Carolina and Pennsylvania. Michael is also registered to offer investment advisory services in New York.
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
NY
01/21/2022 - Present
Ameriprise Financial Services, LLC (Rochester NY)
NY
02/16/2021 - 01/24/2022
KEY INVESTMENT SERVICES LLC (ROCHESTER NY)
NY
10/23/2019 - 02/11/2021
KEY INVESTMENT SERVICES LLC (ROCHESTER NY)
NY
05/04/2016 - 09/17/2019
J.P. MORGAN SECURITIES LLC (WEBSTER NY)
NY
08/14/2015 - 05/04/2016
PFS INVESTMENTS INC. (ROCHESTER NY)
BOTH
Issued 07/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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