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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Neil Wallander is a financial advisor with Ameriprise Financial Services, LLC. Michael has been in the financial services industry since June 2008. Michael is registered to offer securities in Florida, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, Rhode Island, and Virginia. Michael is also a Registered Investment Advisor in New Jersey. Michael is a Certified Financial Planner (CFP). The firm primarily provides financial planning, portfolio management, and asset allocation services to individuals, corporations, businesses, trusts, and estates. Ameriprise Financial Services, LLC is a large firm with approximately $479 billion in assets under management.
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
01/06/2023 - Present
Ameriprise Financial Services, LLC (Hingham MA)
MA
08/16/2019 - 02/03/2023
LPL FINANCIAL LLC (ROCKLAND MA)
MA
03/25/2017 - 09/12/2019
MML INVESTORS SERVICES, LLC (MARSHFIELD MA)
MA
06/11/2008 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WELLESLEY MA)
IA
Issued 12/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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