Unclaimed
Andrew William Cotant is a financial advisor registered with Ameriprise Financial Services, LLC in Minneapolis, Minnesota. Andrew has been in the financial services industry since November 29, 2001. Andrew's previous experience includes roles at AMERICAN ENTERPRISE INVESTMENT SERVICES INC., IDS LIFE INSURANCE COMPANY, FORESTERS EQUITY SERVICES, INC. and QUEST CAPITAL STRATEGIES, INC. Andrew is licensed to provide financial advice in the state of Minnesota and has passed the Series 63, Series 7, Series 9, Series 10, and Series 24 examinations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
11/12/2002 - Present
Ameriprise Financial Services, LLC (MINNEAPOLIS MN)
MN
02/28/2017 - 12/31/2023
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)
MN
11/12/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
06/03/2002 - 10/09/2002
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
CA
09/10/2001 - 01/29/2002
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
CA
06/26/2001 - 11/08/2001
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
BC
Issued 09/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/26/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/25/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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