Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Menefee is a registered representative with Ameriprise Financial Services, LLC. Michael has been working in the financial services industry since January 15, 1995 and has experience with Wedbush Securities Inc., Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., Edward Jones, RBC Dain Rauscher Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Security First Financial, Inc. and Jackson National Financial Services, Inc. Michael is licensed to provide investment advice in California, Mississippi, Ohio, Oklahoma, Tennessee and Texas. Michael holds Series 6, 7, 63, 66, 79TO and SIE licenses.
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
09/01/2020 - Present
Ameriprise Financial Services, LLC (HURST TX)
TX
06/07/2013 - 09/03/2020
WEDBUSH SECURITIES INC. (ARLINGTON TX)
TX
02/13/2013 - 06/11/2013
RAYMOND JAMES & ASSOCIATES, INC. (FT. WORTH TX)
TX
12/14/2004 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (FT. WORTH TX)
MO
02/01/2002 - 12/16/2004
EDWARD JONES (ST. LOUIS MO)
NY
07/12/2001 - 11/13/2001
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
12/16/1998 - 03/14/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/16/1998 - 03/14/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
07/25/1997 - 01/06/1999
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
CA
07/02/1993 - 06/30/1998
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
BOTH
Issued 07/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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