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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 Randolph is a financial advisor with Ameriprise Financial Services, LLC, based out of the Fort Myers, Florida and Englewood, Florida office. Michael has been in the financial industry since 2020 and has a strong track record of success in providing investment and financial planning advice to his clients. He holds a variety of licenses and designations, including Series 7, Series 63, and Series 66. Michael also holds the Certified Financial Planner (CFP®) designation. Michael is committed to providing his clients with personalized financial advice and guidance. He works with a wide range of clients, including individuals, families, and businesses. Michael believes in building strong relationships with his clients and working closely with them to achieve their financial goals. Previously, Michael worked for TD Ameritrade, Inc. and is registered in over 50 states for both broker-dealer and investment advisory services.
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
11/04/2024 - Present
Ameriprise Financial Services, LLC (Fort Myers FL)
MO
11/12/2020 - 02/20/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
BOTH
Issued 07/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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