Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Loel Klonsky is a financial advisor registered with Ameriprise Financial Services, LLC. Michael has been in the industry since 1991 and has extensive experience providing financial advice to individuals and families. Michael holds the Series 6, 7, 31, 63, and 65 licenses and the SIE certification. Michael is also a Certified Financial Planner. Michael provides a range of financial services, including financial planning, portfolio management, and asset allocation services. Michael is committed to helping clients achieve their financial goals.
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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MA
06/13/2022 - Present
Ameriprise Financial Services, LLC (Boston MA)
MA
10/20/2009 - 06/10/2022
COMMONWEALTH FINANCIAL NETWORK (DANVERS MA)
MA
06/01/2009 - 10/19/2009
MORGAN STANLEY SMITH BARNEY (MIDDLETON MA)
MA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MIDDLETON MA)
MA
04/09/2001 - 04/02/2007
MORGAN STANLEY DW INC. (DANVERS MA)
NY
01/21/1999 - 04/05/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/07/1997 - 01/26/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
DE
03/21/1994 - 02/24/1997
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
GA
11/23/1992 - 04/05/1994
PFS INVESTMENTS INC. (DULUTH GA)
NY
07/10/1991 - 11/04/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 05/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/27/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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