Michael Goralski (CRD# 7559623) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Simsbury, CT and has 1 year of experience in the finance industry.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 5623606
Citizens Securities, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Simsbury, CT | May 2023 - Current | 1 |
Wilkes University | Wilkes Barre, PA | Aug 2019 - May 2023 | 3 |
Ameriprise Financial Services, LLC | Simsbury, CT | Dec 2022 - Jan 2023 | < 1 |
Ameriprise Financial Services, LLC | Simsbury, CT | May 2022 - Aug 2022 | < 1 |
Ge Electric Insurance Company | Beverly, MA | Dec 2021 - Mar 2022 | < 1 |
Xavier High School | Middletown, CT | Aug 2015 - Aug 2019 | 4 |
Southington Public Schools | Southington, CT | Jan 2013 - Aug 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- CT
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- 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
- Other
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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