Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Merriman Smith is a financial advisor with Ameriprise Financial Services, LLC. Michael Merriman Smith has been in the industry since December 7, 1993. Michael Merriman Smith is registered with the state of Texas and has been a registered representative with Ameriprise Financial Services, LLC since September 27, 1999. Michael Merriman Smith is also registered as an investment advisor representative with Ameriprise Financial Services, LLC. Michael Merriman Smith is a Registered Representative and Investment Advisor Representative. Michael Merriman Smith is a specialist in investments, insurance, retirement planning and estate planning. Michael Merriman Smith is located in Austin, TX and works with a variety of clients including individuals, high net worth individuals, trusts/estates, corporations/businesses, pensions, charitable organizations, insurance companies and state/municipal government entities.
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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TX
09/27/1999 - Present
Ameriprise Financial Services, LLC (AUSTIN TX)
MN
12/08/1993 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 12/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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