Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Lynn Simmons is an investment advisor representative with Ameriprise Financial Services, LLC. Michelle has been in the financial services industry since 1997 and has experience working with high-net-worth individuals, trusts, estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and individuals. Michelle is registered in California. Michelle offers asset allocation services, financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.
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
CA
02/10/2023 - Present
Ameriprise Financial Services, LLC (SAN DIEGO CA)
CA
11/23/2022 - 01/19/2023
MML INVESTORS SERVICES, LLC (SAN DIEGO CA)
CA
07/31/2017 - 11/04/2022
AMERIPRISE FINANCIAL SERVICES, LLC (SAN DIEGO CA)
CA
10/27/2011 - 12/21/2016
AMERIPRISE FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
05/29/2007 - 11/15/2011
METLIFE SECURITIES INC. (SAN DIEGO CA)
CA
09/25/1997 - 04/26/2007
AMERIPRISE FINANCIAL SERVICES, INC. (SAN DIEGO CA)
MN
09/25/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/31/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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