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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 Rama has been a financial advisor since 2005. Michael is currently registered with Ameriprise Financial Services, LLC. Prior to joining Ameriprise Financial Services, LLC, Michael was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, LINSCO/PRIVATE LEDGER CORP. and WISSAHICKON FINANCIAL L.L.C. Michael has been active in the financial services industry for 13 years. Michael is licensed in several states, including Florida, Maryland, Michigan, New Jersey, New York, Pennsylvania, South Carolina and Virginia. Michael has also passed the SIE, Series 7, and Series 66 examinations. Michael is a Board Member of Rama, Michael and is also affiliated with Ashford Wealth Advisors, LLC. Michael is experienced in portfolio management for individuals and businesses, financial planning, pension consulting and educational seminars. Michael also provides asset allocation services 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
PA
06/13/2014 - Present
Ameriprise Financial Services, LLC (PLYMOUTH MEETING PA)
PA
08/11/2011 - 06/16/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLUE BELL PA)
SC
01/18/2005 - 09/23/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
DE
01/06/2004 - 05/28/2004
WISSAHICKON FINANCIAL L.L.C. (WILMINGTON DE)
BOTH
Issued 09/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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