Unclaimed
Michael Joseph Gagnon is a financial advisor registered with Ameriprise Financial Services, LLC. Michael has been a registered advisor since 1990. Michael has a total of 32 years of experience in the securities industry and a total of 18 years of experience as an investment advisor representative. Michael has passed the Series 63, SIE, and Series 7 exams. Michael has several designations including Certified Financial Planner. Michael is registered in 30 states, as well as the District of Columbia. The firm, Ameriprise Financial Services, LLC, manages approximately $1 billion to $10 billion in assets.
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
MN
10/04/2006 - Present
Ameriprise Financial Services, LLC (MONTICELLO MN)
MN
02/27/1990 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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