Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Vatter is a financial advisor with Ameriprise Financial Services, LLC, based in Dallas, Texas. Michael has been in the industry since 2007, and holds both Series 7 and 66 licenses as well as the SIE. Michael has experience with a variety of financial institutions including LPL Financial LLC, Transamerica Financial Advisors, Inc., and Comerica Securities. Michael specializes in working with high-net-worth individuals, trusts, estates, insurance companies, charitable organizations, pension plans, and corporations. Michael offers a range of services including financial planning, asset allocation services, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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
TX
11/03/2023 - Present
Ameriprise Financial Services, LLC (Dallas TX)
TX
10/04/2017 - 11/03/2023
COMERICA SECURITIES (DALLAS TX)
TX
10/28/2014 - 10/10/2017
LPL FINANCIAL LLC (ARLINGTON TX)
TX
08/02/2011 - 10/31/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (ARLINGTON TX)
TX
05/11/2010 - 09/02/2011
SWS FINANCIAL SERVICES, INC. (ARLINGTON TX)
TX
06/18/2009 - 05/07/2010
BBVA COMPASS INVESTMENT SOLUTIONS, INC (DALLAS TX)
TX
04/08/2008 - 05/27/2009
GUARANTY BROKERAGE SERVICES, INC. (DALLAS TX)
TX
12/20/2007 - 03/04/2008
METLIFE SECURITIES INC. (DALLAS TX)
TX
05/21/2007 - 10/23/2007
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
TX
10/31/2006 - 04/23/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
BOTH
Issued 12/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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