Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Marie Swafford is a financial advisor with Ameriprise Financial Services, LLC. She has been in the industry since October 14, 2020. Michelle is registered to provide investment advice in Arkansas and Missouri. She holds Series 63, Series 65, and Series 7TO licenses. Michelle is a specialist in asset allocation, financial planning, and pension consulting. She is also a registered representative for Ameriprise Financial Services, LLC. Michelle provides advisory services for individuals, businesses, corporations, and retirement plans. Michelle is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.
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
AR
11/11/2022 - Present
Ameriprise Financial Services, LLC (HARRISON AR)
IA
Issued 11/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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