Michael Testoni, financial advisor Palm Coast FL

Michael Testoni

CRD Number: 2317510
Current Firm: Ameriprise Financial Services, LLC

Michael Testoni (CRD# 2317510) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Palm Coast, FL and has over 26 years of experience in the finance industry. Michael Testoni 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.

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Professional Designations
Company Name Location Dates Years
Ameriprise Financial Services, LLC Palm Coast, FL Mar 2020 - Current 4
Ameriprise Financial Services Inc. Palm Coast, FL Oct 2017 - Current 6
Cambridge Investment Research, Inc. Fairfield, IA Nov 2012 - Oct 2017 4
Cambridge Investment Research Advisors, Inc. Fairfield, IA Nov 2012 - Oct 2017 4
Flagler Financial Inc. Palm Coast, FL Jan 2003 - Oct 2017 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1997
S65 NASAA Investment Advisors Law Examination May 1999
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Michael J. Testoni
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

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