Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Perez is a financial advisor with Ameriprise Financial Services, LLC. Michael has been in the financial services industry since August 1992. Michael holds Series 63, 65, 7 and SIE licenses. Michael is registered in Alabama, Arizona, California, Colorado, Florida, Georgia, Indiana, Kentucky, Michigan, Nebraska, Nevada, North Carolina, Ohio, Pennsylvania, Texas, and Virginia. Michael has a total of 16 state registrations and 2 IA state registrations. Michael is also a licensed agent with Ameriprise Financial Services, LLC. Michael has specializations in Asset allocation services, Financial planning, Pension consulting, Educational seminars, Publication of periodicals, Selection of other advisors, Portfolio management for businesses, Portfolio management for individuals and other.
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
OH
02/27/2019 - Present
Ameriprise Financial Services, LLC (Columbus OH)
MN
08/31/1992 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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