Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Nicolas Pollak is an active Registered Representative with Ameriprise Financial Services, LLC. Michelle is a licensed advisor in California, Texas, and 25 other states. Michelle is a financial advisor with over 20 years of experience in the industry, joining Ameriprise Financial Services in 2005. Michelle is also a director for Friends of Ruwenzori, a non-profit organization. Michelle is a member of the FINRA and is licensed with Ameriprise to provide services to individuals, trusts, estates, insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations, and state or municipal government entities.
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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CA
11/10/2017 - Present
Ameriprise Financial Services, LLC (Orinda CA)
MN
01/30/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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