Unclaimed
Michael Paul Dugas is a financial advisor with Ameriprise Financial Services, LLC. Michael has been in the financial services industry since June 11, 2002. Michael holds a Series 7 and Series 66 license. Michael is registered with FINRA and the states of Alabama, California, Florida, Louisiana, Mississippi, Texas, and Virginia. Ameriprise Financial Services, LLC, is a registered investment advisor with the SEC. The firm offers a variety of financial services, including asset allocation, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and publication of periodicals.
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
LA
09/28/2006 - Present
Ameriprise Financial Services, LLC (Baton Rouge LA)
MN
06/11/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Dugas is the right advisor for you? Invested Better is here to help.