Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jeffrey Passante is a financial advisor at Commonwealth Financial Network. Michael has been working in the financial industry since 1997. He is registered with FINRA and the state of Arizona and holds the Series 7 and Series 63 licenses. He also holds the SIE exam and has earned the Certified Financial Planner and Chartered Financial Consultant designations. Michael is committed to helping individuals and families achieve their financial goals. He offers a range of services, including financial planning, investment management, and insurance. Michael is a member of Ke Wealth Advisors, LLC, and has been working with Ameriprise Financial Services, Inc. since 1997. He is based in Tempe, Arizona.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
08/21/2019 - Present
Commonwealth Financial Network (Tempe AZ)
AZ
04/22/1997 - 08/21/2019
AMERIPRISE FINANCIAL SERVICES, INC. (TEMPE AZ)
MN
04/22/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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