Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McCloud is an investment advisor representative at Ameriprise Financial Services, LLC. Michael has been in the industry since 1997 and has a wide range of experience. Michael has worked at several firms, including Stifel, Nicolaus & Company, Incorporated and Wachovia Securities, LLC. Michael is registered with the state of California and holds Series 7, 9, 10, 63, and 66 licenses. Michael is also licensed in Texas and 22 other states. Michael is a strong advocate for his clients and works to understand their financial goals. Michael provides a range of services, including financial planning, portfolio management, and asset allocation.
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
CA
04/20/2024 - Present
Ameriprise Financial Services, LLC (Monterey CA)
CA
08/21/2008 - 05/09/2024
STIFEL, NICOLAUS & COMPANY, INCORPORATED (MONTEREY CA)
CA
01/01/2008 - 08/26/2008
WACHOVIA SECURITIES, LLC (MONTEREY CA)
CA
05/19/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MONTEREY CA)
BOTH
Issued 05/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/07/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael McCloud is the right advisor for you? Invested Better is here to help.
