Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Paul Mazzilli has been in the financial services industry since 1986 and is currently registered with Ameriprise Financial Services, LLC as a registered representative. Michael is also a registered investment advisor representative in New York and Texas. Michael has a series 7, series 63, series 65, and SIE licenses. Michael holds the designations of Certified Financial Planner and Chartered Financial Consultant. Michael has a broad range of experience in financial planning and investment management. Michael provides investment advisory services and financial planning to individuals, families, trusts, estates, corporations, businesses, charitable organizations, and pension and profit-sharing plans. Michael's experience and qualifications make him well-suited to provide you with the financial guidance you need.
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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NY
08/24/2021 - Present
Ameriprise Financial Services, LLC (WHITE PLAINS NY)
MN
01/04/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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