Unclaimed
Michael Shawn Pipkens is a financial advisor with Ameriprise Financial Services, LLC in PALM BEACH GARDENS, FL. Michael has been in the financial services industry since 2014. Michael is a registered representative and investment advisor representative. Michael holds Series 7, 66, and SIE licenses and has been registered with FINRA since 2014. Michael has previously been employed with UBS Financial Services Inc. Michael also holds a Real Estate license in Florida and works at Henderson Insurance in West Palm Beach, FL. Michael's specializations include insurance, annuities, mutual funds, variable annuities, retirement planning, investment advisory services and financial planning. Michael's experience and expertise can help you reach your financial goals.
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
FL
03/13/2023 - Present
Ameriprise Financial Services, LLC (PALM BEACH GARDENS FL)
FL
03/17/2014 - 09/15/2017
UBS FINANCIAL SERVICES INC. (PALM BEACH GARDENS FL)
BOTH
Issued 02/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/20/2022
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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