Jean MichaelsCRD Number: 1015354
Current Firm: Ameriprise Financial Services, Inc.
Jean Michaels (CRD# 1015354) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Birmingham, AL and has over 36 years of experience in the finance industry.
Hightower Advisors, LLC
Wesban Financial Consultants, P.c.
Raymond James & Associates, Inc.
|Ameriprise Financial Services, Inc.||Birmingham, AL||Mar 2010 - Current||8|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Birmingham, AL||Jul 1981 - Mar 2010||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1982|
|S65||NASAA Investment Advisors Law Examination||Aug 1993|
Total Assets Under Management198,081MILLIONS
Total Number of Accounts1,126,912ACCOUNTS
Average Account Value$175,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY