Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wai kong Yee has been a financial professional since June 1984. Michael is currently registered with Ameriprise Financial Services, LLC in Honolulu, HI and is also registered in Texas. Michael previously worked at IDS LIFE INSURANCE COMPANY, SUNSET FINANCIAL SERVICES, INC. and BUSKETT-GRANT INVESTMENTS, INC. Michael is a Series 63, Series 7 and Series 22 licensed professional. Michael is a specialist in asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals. Michael holds a real estate license and is a business owner.
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
HI
01/17/2025 - Present
Ameriprise Financial Services, LLC (HONOLULU HI)
MN
09/02/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
04/28/1986 - 03/20/1987
SUNSET FINANCIAL SERVICES, INC.
NA
06/05/1984 - 04/22/1986
BUSKETT-GRANT INVESTMENTS, INC.
BC
Issued 03/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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