Unclaimed
Michael Yee is a financial advisor registered with Ameriprise Financial Services, LLC. Michael has been in the financial services industry since 1996 and has experience in providing advisory services to individuals, businesses, and trusts. Michael specializes in portfolio management, financial planning, and asset allocation services. Michael holds Series 7, 9, 10, 24, 52, 63 and 65 licenses and the SIE certification. Michael is registered with the Securities and Exchange Commission (SEC) and holds a FINRA registration. Michael is also registered with the following state regulatory agencies: Arkansas, Massachusetts, Michigan, Montana, Utah and Virginia.
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
MN
10/29/2018 - Present
Ameriprise Financial Services, LLC (MINNEAPOLIS MN)
MI
02/22/1996 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (DETROIT MI)
IA
Issued 02/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/13/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/25/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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