Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kaiser is a financial advisor at Ameriprise Financial Services, LLC with over 10 years of experience in the industry. He is licensed to provide financial advice in several states including New York, Minnesota, and California. Michael has a broad range of experience and expertise in financial planning, portfolio management, and asset allocation. He is committed to providing personalized advice to help clients achieve their financial goals. Michael holds multiple licenses including Series 7, 63, and 65. He is dedicated to serving his clients and providing them with the best possible service.
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
NY
09/06/2022 - Present
Ameriprise Financial Services, LLC (VESTAL NY)
MN
07/01/2015 - 03/28/2022
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
06/02/2014 - 06/23/2015
WELLS FARGO ADVISORS, LLC (HOPKINS MN)
MN
09/16/2009 - 02/04/2011
COUNTRY CAPITAL MANAGEMENT COMPANY (CHANHASSEN MN)
IA
Issued 08/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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