Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wyatt is a financial advisor with over 10 years of experience in the financial services industry. Michael has held positions with firms like Thrivent Investment Management Inc., Allstate Financial Services, LLC, and AIG Capital Services, Inc. He has a strong background in investment products and services, having earned the Series 7, Series 6, Series 63, and Series 66 licenses. Michael is currently registered with Ameriprise Financial Services, LLC, and provides financial advice to individuals and businesses, including retirement planning, investment management, and insurance. Michael specializes in a variety of financial services including asset allocation, financial planning, portfolio management, and pension consulting.
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
MN
01/20/2022 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
TX
02/24/2020 - 08/20/2021
THRIVENT INVESTMENT MANAGEMENT INC. (HOUSTON TX)
TX
08/03/2017 - 07/23/2019
ALLSTATE FINANCIAL SERVICES, LLC (Rosharon TX)
TX
12/12/2013 - 03/02/2017
AIG CAPITAL SERVICES, INC. (HOUSTON TX)
TX
11/05/2009 - 12/05/2013
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
BOTH
Issued 06/12/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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