Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Harf-grim is an active investment advisor representative with Ameriprise Financial Services, LLC, registered in Maryland and Texas. Michelle has been in the securities industry since December 1993 and has experience with WELLS FARGO CLEARING SERVICES, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Michelle has passed Series 63, Series 65, SIE and Series 7 exams. Michelle offers asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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
MD
05/15/2021 - Present
Ameriprise Financial Services, LLC (Hunt Valley MD)
MD
01/15/2010 - 05/18/2021
WELLS FARGO CLEARING SERVICES, LLC (LUTHERVILLE MD)
MD
12/09/1993 - 01/21/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TIMONIUM MD)
IA
Issued 01/13/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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