Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Roger Shuck is an Investment Advisor Representative who has been in the financial services industry since 1994. Michael is currently registered with Ameriprise Financial Services, LLC, and has held previous registrations with IDS LIFE INSURANCE COMPANY. Michael has a wide range of experience and licenses, including Series 7, Series 24, Series 53, and Series 63, as well as the SIE exam. Michael's areas of specialization include retirement planning, college savings, estate planning, insurance planning, and investment management. Michael is a CERTIFIED FINANCIAL PLANNER™ professional, as well as a CHARTERED FINANCIAL CONSULTANT.
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
MD
07/12/2004 - Present
Ameriprise Financial Services, LLC (Bel Air MD)
MN
09/12/1994 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/30/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/04/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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