Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Margulis is a financial advisor with Ameriprise Financial Services, LLC and American Enterprise Investment Services Inc. Michael has been in the financial industry since September 8, 2020. Michael holds the Series 7TO, Series 24, and SIE licenses. Michael is a licensed agent and investment advisor representative. The firm has 1,409,38 clients with assets under management of over $479 billion. The firm provides financial planning, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and individuals, and asset allocation services.
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
MN
09/09/2020 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
BC
Issued 01/08/2021
Series 24 - General Securities Principal Examination
BC
Issued 09/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Michael Margulis is the right advisor for you? Invested Better is here to help.
