Unclaimed
Michel Rene Boursier is a financial advisor with over 28 years of experience in the industry. Michel is currently registered with Ameriprise Financial Services, LLC. Prior to that, Michel was affiliated with a number of other firms, including Ameriprise Financial Services, Inc., IDS Life Insurance Company, American Express Service Corporation, FBS Investment Services, Inc., and Lutheran Brotherhood Securities Corp. Michel has a strong background in providing financial advice to individuals, businesses, and charitable organizations. Michel's expertise includes asset allocation, financial planning, and portfolio 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.
1
2
MN
10/06/2009 - Present
Ameriprise Financial Services, LLC (MINNEAPOLIS MN)
MN
05/25/1999 - 03/09/2009
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
05/25/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
11/27/1996 - 10/09/1999
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
MN
06/01/1994 - 07/31/1996
FBS INVESTMENT SERVICES, INC. (SAINT PAUL MN)
MN
03/19/1993 - 06/03/1994
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 04/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/07/2001
Series 4 - Registered Options Principal Examination
BC
Issued 02/21/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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