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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Lorenzo Nesmith is a financial advisor at Ameriprise Financial Services, LLC, a registered investment advisor with the Securities and Exchange Commission (SEC). Corey Lorenzo Nesmith has been working in the securities industry since August 4, 2000. Corey Lorenzo Nesmith holds the Series 7 and Series 66 securities licenses and the SIE. Corey Lorenzo Nesmith is registered with the Financial Industry Regulatory Authority (FINRA) and is also registered as an investment advisor representative in several states. Corey Lorenzo Nesmith's firm, Ameriprise Financial Services, LLC, offers a variety of financial services to individuals, businesses, and institutions. The firm manages approximately $479,793,782,427 in assets and has over 1.4 million clients. Ameriprise Financial Services, LLC, provides financial planning, portfolio management, and other investment advisory services to individuals, corporations, trusts, and other entities. The firm also provides insurance and retirement planning services.
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.
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2
VA
09/14/2000 - Present
Ameriprise Financial Services, LLC (Richmond VA)
MN
08/04/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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