Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Micciche is a financial advisor with Ameriprise Financial Services, LLC. Michael has been in the financial industry since 1994. Michael holds a Series 6, 7, 63 and 65 licenses. Michael has a professional background with Unified Financial Securities, Inc. and Foreside Fund Services, LLC. Michael also works with various clients including insurance companies, high net worth individuals, trusts/estates, corporations or other businesses, and individuals other than high net worth.
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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2
MA
01/31/2020 - Present
Ameriprise Financial Services, LLC (Westborough MA)
IN
04/26/2012 - 11/24/2015
UNIFIED FINANCIAL SECURITIES, INC. (INDIANAPOLIS IN)
MA
06/15/2009 - 01/17/2012
FORESIDE FUND SERVICES, LLC (BOSTON MA)
IL
11/18/2002 - 10/03/2005
SINCERE & CO., LLC (EVANSTON IL)
MA
10/03/1996 - 09/10/2002
STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)
MA
09/30/1994 - 12/22/1994
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 04/27/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/10/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/12/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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