Unclaimed
Michael Marvin Gregory is a registered representative and investment advisor representative with Ameriprise Financial Services, LLC. Michael has been in the financial services industry since 1999. Michael is also registered as a registered representative of the firm in Florida, Maine, Minnesota, Mississippi, North Carolina, and Wisconsin. Michael has passed the Series 63, Series 7, Series 24, and Series 51 exams. Michael has been with Ameriprise Financial Services, Inc. since 2005 and with Ameriprise Financial Services, LLC since 2020.
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
12/10/2013 - Present
Ameriprise Financial Services, LLC (EDINA MN)
MN
10/01/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
06/29/1999 - 12/21/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/29/1999 - 12/21/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/09/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Gregory is the right advisor for you? Invested Better is here to help.