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Michael P

Series 63, Series 65

Manhasset, NY

Ameriprise

Michael Prokop is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He previously worked at Morgan Stanley in various roles from 2009 to 2018 before joining Ameriprise. Ameriprise offers a retirement-income planning service aimed at clients nearing or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm combines advisory, brokerage, and insurance solutions through affiliated entities, emphasizing managed accounts and algorithmic support in its planning process.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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