Unclaimed
Michael Pohlod is a financial advisor at Ameriprise Financial Services, LLC. Michael has been in the financial industry since 1995. Michael holds FINRA Series 7, 10, 24, 31, 63, and 65 licenses. Michael has a CFP® designation. Michael specializes in Portfolio management for individuals and businesses, financial planning, pension consulting, publication of periodicals, selection of other advisors, and educational seminars.
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
MI
10/05/2009 - Present
Ameriprise Financial Services, LLC (Troy MI)
MI
09/15/1995 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (TROY MI)
IA
Issued 02/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/05/2003
Series 4 - Registered Options Principal Examination
BC
Issued 01/29/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/20/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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