Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Meegan is a financial advisor with Ameriprise Financial Services, LLC. Michelle has been working in the financial industry since March 2016 and is licensed to provide investment advice in Florida. She is also registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR). Prior to joining Ameriprise, Michelle worked for Pruco Securities, LLC. Michelle is committed to helping her clients achieve their financial goals through personalized financial planning, investment management, and retirement planning services.
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
FL
11/13/2018 - Present
Ameriprise Financial Services, LLC (Bradenton FL)
FL
03/10/2016 - 11/16/2018
PRUCO SECURITIES, LLC. (BRADENTON FL)
IA
Issued 08/24/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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