Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Michalski is an investment advisor representative with Ameriprise Financial Services, LLC. Victoria is registered in Florida and New York. Victoria has over 20 years of experience in the financial services industry, and has been with Ameriprise Financial Services, LLC since 2018. Victoria specializes in providing financial advice to individuals, families, and businesses. Victoria is committed to helping her clients achieve their financial goals.
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
NY
05/14/2021 - Present
Ameriprise Financial Services, LLC (Malta NY)
CA
12/26/2018 - 04/22/2019
AMERIPRISE FINANCIAL SERVICES, INC. (San Francisco CA)
MN
06/24/2009 - 01/04/2017
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
CA
10/26/2006 - 04/08/2009
AMERIPRISE FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
MN
04/01/1999 - 10/19/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
04/01/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
10/14/1997 - 03/10/1999
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MN
10/15/1996 - 11/03/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/15/1996 - 11/03/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
12/10/1990 - 04/17/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/10/1990 - 04/17/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 02/27/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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