Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Abrams is a financial advisor who has been working in the financial services industry since January 20, 1991. Michael is currently registered with Ameriprise Financial Services, LLC. Michael's firm has offices in Redwood City, CA, Burlingame, CA and other locations. Michael previously worked at Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, Wells Fargo Securities Inc., CitiCorp Investment Services, WM Financial Services, Inc., Great Western Financial Securities Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Marketing One Securities, Inc. and Lehman Brothers Inc.. Michael Abrams provides asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and portfolio management for individuals.
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
CA
09/23/2020 - Present
Ameriprise Financial Services, LLC (REDWOOD CITY CA)
CA
01/03/2011 - 09/03/2020
WELLS FARGO CLEARING SERVICES, LLC (PALO ALTO CA)
CA
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PALO ALTO CA)
CA
03/09/1999 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
02/26/1998 - 03/05/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
01/22/1998 - 02/24/1998
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
07/11/1996 - 02/23/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NY
06/06/1995 - 07/16/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
10/25/1993 - 06/16/1995
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
OR
01/15/1992 - 10/25/1993
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NY
02/12/1991 - 01/17/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
11/07/1989 - 12/21/1989
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
IA
Issued 03/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1991
Series 3 - National Commodity Futures Examination
BC
Issued 10/28/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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