Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miguel? Claim Your ProfileMiguel R. Wodkowski is a financial advisor with Ameriprise Financial Services, LLC. Miguel is based in Farmington, Michigan and has been in the industry since August 2005. Miguel has a wide range of experience, having worked for several firms including Comerica Securities, PNC Investments, and NatCity Investments. Miguel holds the Series 7, Series 31 and Series 66 licenses, as well as the SIE. Ameriprise Financial Services, LLC is a large firm with over $479 billion in assets under management. The firm offers a wide range of financial planning and investment services, including asset allocation, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and 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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MI
08/21/2023 - Present
Ameriprise Financial Services, LLC (Farmington MI)
MI
11/05/2018 - 11/06/2023
COMERICA SECURITIES (BLOOMFIELD HILLS MI)
MI
04/07/2011 - 11/01/2018
PNC INVESTMENTS (LIVONIA MI)
MI
11/13/2009 - 03/30/2011
PNC INVESTMENTS (DEARBORN MI)
MI
02/18/2009 - 11/13/2009
NATCITY INVESTMENTS, INC. (BELLEVILLE MI)
MI
06/06/2006 - 01/22/2009
AMERIPRISE ADVISOR SERVICES, INC. (BROWNSTOWN TOWNSHIP MI)
NY
07/28/2005 - 06/05/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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