Unclaimed
Michael Lloyd Peterson is a financial advisor in Henderson, NV, and has been in the industry since May 2006. Michael is registered with Ameriprise Financial Services, LLC, a firm based in Minneapolis, MN. Michael has been registered with the firm since October 2019. Previously, Michael was registered with EDWARD JONES from May 2006 to October 2019. Michael is also registered with FINRA and the state of Nevada and Texas. Ameriprise Financial Services, LLC offers asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm primarily works with individuals, high-net-worth individuals, charitable organizations, corporations, and trusts.
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
NV
10/25/2019 - Present
Ameriprise Financial Services, LLC (Henderson NV)
NV
05/09/2006 - 10/30/2019
EDWARD JONES (HENDERSON NV)
BOTH
Issued 01/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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