Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Joseph Makula is a financial advisor with Ameriprise Financial Services, LLC. Michael has been in the financial industry for 8 years. Michael has been registered with Ameriprise since September 2014. Michael has offices in Williamsville, New York and Buffalo, New York. Michael holds the following licenses: Series 66, Series 7, and SIE. Michael also has a Bachelor of Arts from a college or university. Michael has been a registered representative for Ameriprise Financial Services, Inc. since September 2014. Michael is a licensed investment advisor. Michael is also registered as a financial advisor in 12 states: California, Florida, Maryland, Massachusetts, Minnesota, New York, Texas, Virginia, and Wisconsin.
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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NY
01/09/2023 - Present
Ameriprise Financial Services, LLC (WILLIAMSVILLE NY)
BOTH
Issued 04/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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