Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Marie Giles is a financial advisor with Ameriprise Financial Services, LLC. Michele has been in the financial industry since 1995 and has extensive experience in providing financial advice to individuals, families, and businesses. Michele holds a Series 6, 7, 63 and 65 licenses. She is a registered Investment Advisor in Kansas and Texas. She is also a licensed insurance professional. Michele is committed to helping clients achieve their financial goals and build a secure financial future.
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
KS
03/12/2010 - Present
Ameriprise Financial Services, LLC (Leawood KS)
AZ
05/06/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SCOTTSDALE AZ)
KS
03/04/1998 - 05/13/2009
UBS FINANCIAL SERVICES INC. (OVERLAND PARKS KS)
NY
07/18/1995 - 03/10/1998
SMITH BARNEY INC. (NEW YORK NY)
NA
12/15/1988 - 06/03/1989
JOHN HANCOCK DISTRIBUTORS, INC.
NA
12/15/1988 - 06/03/1989
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
IA
Issued 10/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michele Giles is the right advisor for you? Invested Better is here to help.
