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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Owens is a financial advisor with Ameriprise Financial Services, LLC. Michelle has over 30 years of experience in the financial services industry and holds a Series 3, Series 7, Series 63 and Series 65 license. Michelle has been registered with Ameriprise Financial Services, LLC since February 2012 and previously worked at firms like Sanders Morris Harris Inc., Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Michelle works with a wide range of clients, including individuals, families, businesses, trusts and estates, charitable organizations and pension and profit-sharing plans. Michelle provides a variety of financial planning services, including asset allocation, portfolio management, retirement planning, college savings planning, and estate planning. Michelle is committed to providing her clients with personalized financial advice that meets their individual needs.
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
MD
05/08/2024 - Present
Ameriprise Financial Services, LLC (ROCKVILLE MD)
VA
01/20/2012 - 02/03/2012
SANDERS MORRIS HARRIS INC. (FAIRFAX VA)
MD
06/01/2009 - 01/19/2012
MORGAN STANLEY SMITH BARNEY (BETHESDA MD)
MD
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BETHESDA MD)
NY
03/12/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
DC
04/26/1990 - 11/19/1990
EWING CAPITAL, INC. (WASHINGTON DC)
NA
05/25/1988 - 08/15/1989
GOLDMAN, SACHS & CO.
IA
Issued 06/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1993
Series 3 - National Commodity Futures Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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