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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 Raissis is a financial advisor with Ameriprise Financial Services, LLC in Oxford, Connecticut. Michael has been in the financial services industry since 1994. Michael has experience working with various types of clients including high net worth individuals, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. In addition to providing financial planning services, Michael also specializes in asset allocation services and portfolio management for both businesses and individuals.
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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CT
07/30/2024 - Present
Ameriprise Financial Services, LLC (OXFORD CT)
NY
08/21/2013 - 07/10/2024
MARV CAPITAL INC. (NEW YORK NY)
NY
09/11/2012 - 08/21/2013
BREAN CAPITAL, LLC (NEW YORK NY)
NY
10/16/2008 - 06/29/2012
GLEACHER & COMPANY SECURITIES, INC. (NEW YORK NY)
NY
01/18/2006 - 10/16/2008
BROADPOINT DESCAP (NEW YORK NY)
CT
09/09/2004 - 10/18/2005
GREENWICH FINANCIAL SERVICES, L.L.C. (GREENWICH CT)
NY
02/06/2002 - 10/01/2003
LINKS SECURITIES LLC (NEW YORK NY)
NY
09/30/1999 - 09/20/2001
ITG INC. (NEW YORK NY)
NJ
07/23/1996 - 09/02/1999
BAIRD, PATRICK & CO., INC. (FAIRFIELD NJ)
NY
04/13/1995 - 08/08/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NC
05/10/1993 - 05/02/1995
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NY
11/25/1992 - 04/13/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
05/29/1992 - 11/28/1992
W.J. NOLAN & COMPANY, INC. (NEW YORK NY)
BC
Issued 04/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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