Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Pettit is an active financial advisor with Ameriprise Financial Services, LLC. Michael has been in the industry since 2001. Michael is licensed in 41 states and holds several licenses, including Series 7, Series 10, Series 24, Series 63, and Series 65. Michael specializes in working with individuals, high-net-worth individuals, corporations, trusts, estates, charitable organizations, and pension and profit-sharing plans. Michael’s focus is on providing financial planning, investment management, asset allocation services, portfolio management for businesses and individuals, and pension consulting. Michael is also an active member of the community and enjoys helping others achieve their financial goals.
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
CA
09/25/2018 - Present
Ameriprise Financial Services, LLC (Roseville, CA)
MN
01/07/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
02/13/2003 - 12/31/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/13/2003 - 12/31/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
07/17/2001 - 11/25/2002
ASSANTE CAPITAL MANAGEMENT INC. (SAN JOSE CA)
IA
Issued 05/03/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/17/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/09/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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