Unclaimed
Michael McCranie is an investment advisor representative with Ameriprise Financial Services, LLC. Michael has been in the industry since 1988 and holds the Series 7, 63, 65, and 24 licenses. He is registered in 19 states across the United States and has experience working with individuals, corporations, and trusts. Michael has worked with both LPL Financial and FSC Securities Corporation in the past. Michael has a strong background in providing financial planning, asset allocation services, portfolio management, 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.
1
2
FL
10/04/2019 - Present
Ameriprise Financial Services, LLC (PALM COAST FL)
FL
03/28/2002 - 10/08/2019
LPL FINANCIAL LLC (JACKSONVILLE FL)
GA
04/21/1995 - 04/01/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
01/21/1992 - 04/07/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/21/1992 - 04/07/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
FL
11/13/1989 - 07/12/1990
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
CO
09/24/1986 - 11/20/1989
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 05/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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