Unclaimed
Michael Lowell Turner is a financial advisor with over 25 years of experience in the industry. Michael is currently registered with Ameriprise Financial Services, LLC and has been with the firm since 2014. Previously, Michael was a registered representative with Charles Schwab & Co., Inc. and American Express Financial Advisors Inc.. Michael's experience, coupled with the resources of Ameriprise, allow him to provide investment advice and financial planning services to a wide range of clients, including individuals, families, and businesses. Michael is committed to helping his clients achieve their financial goals. Michael is a Certified Financial Planner. He is also a member of the board of directors for a local organization.
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
TN
12/14/2017 - Present
Ameriprise Financial Services, LLC (MEMPHIS TN)
TN
05/09/1997 - 02/19/2014
CHARLES SCHWAB & CO., INC. (GERMANTOWN TN)
MN
08/30/1995 - 05/07/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/30/1995 - 05/07/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
01/18/1995 - 06/01/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/18/1995 - 06/01/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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