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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McCaffrey is a financial advisor in Dublin, OH. Michael is associated with Ameriprise Financial Services, LLC and has been in the industry since 2019. Michael has a total of 6 state registrations and is licensed in Florida, Indiana, Ohio, Pennsylvania, Texas and West Virginia. Michael is licensed to provide investment advice in both securities and investment advisory. Michael is a Series 65 and Series 66 registered representative and Series 7TO and SIE registered representative. Michael has a broad client base. Michael has worked for Ameriprise Financial Services, LLC in Dublin, OH since June 2023. Previously, Michael worked for UNEMPLOYED in AUSTIN, TX from February 2016 to 2023. From March 2006 to February 2016, Michael worked for DIMENSIONAL FUND ADVISORS in AUSTIN, TX.
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
OH
09/05/2023 - Present
Ameriprise Financial Services, LLC (Dublin OH)
BOTH
Issued 09/01/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/12/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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