Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Armand? Claim Your ProfileArmand Cote is a financial advisor with over 27 years of experience in the industry. Armand is currently registered with Commonwealth Financial Network and has been with the firm since October 2014. Previously, Armand worked at Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Armand holds Series 7, 63, and 65 licenses and the SIE designation. Armand is also a co-owner of Harte's Home, Inc., a furniture store and sales business located in Auburn, MA. Armand provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MA
11/04/2014 - Present
Commonwealth Financial Network (Whitinsville MA)
MA
10/24/1996 - 10/27/2014
AMERIPRISE FINANCIAL SERVICES, INC. (WHITINSVILLE MA)
MN
10/24/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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