Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Winn Barnes is a financial advisor at Ameriprise Financial Services, LLC. Michael has been in the financial services industry since August 1997. Michael is registered with the Securities and Exchange Commission (SEC) and holds Series 7 and Series 66 licenses. Michael also holds licenses in 28 states including Texas, North Carolina, California, New York, and Florida. Michael offers a range of financial planning and investment advisory services including asset allocation services, portfolio management, and education seminars. Michael is also a board member at Barnes and works at Honey Badger Management.
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
NC
05/27/2008 - Present
Ameriprise Financial Services, LLC (GREENSBORO NC)
NY
09/27/2001 - 02/01/2008
MBSC SECURITIES CORPORATION (NEW YORK NY)
ME
06/02/1999 - 09/28/2001
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
MA
06/04/1997 - 04/20/1999
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
BOTH
Issued 01/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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