Michael SchorCRD Number: 5558580
Current Firm: Ameriprise Financial Services, Inc.
Michael Schor (CRD# 5558580) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Eugene, OR and has over 8 years of experience in the finance industry. Michael Schor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kms Financial Services, Inc.
1st Global Advisors Inc.
Sapient Private Wealth Management, LLC
|Ameriprise Financial Services Inc.||Eugene, OR||Nov 2015 - Current||1|
|Brighton Jones||Seattle, WA||Jan 2013 - Nov 2015||2|
|Ameriprise Financial Services, Inc.||Eugene, OR||Aug 2008 - Dec 2012||4|
|Ameriprise Financial Services, Inc.||Eugene, OR||Jun 2008 - Aug 2008||< 1|
|California Polytechnic State University||San Luis Obispo, CA||Sep 2007 - Jun 2008||< 1|
|Rosboro||Springfield, OR||Jun 2007 - Sep 2007||< 1|
|California Polytechnic State University||San Luis Obispo, CA||Sep 2006 - Jun 2007||< 1|
|Ameriprise Financial Services, Inc.||Eugene, OR||Jun 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2016|
|S66||NASAA Uniform Combined State Law Examination||Jul 2009|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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