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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 Schepper is a financial advisor with Ameriprise Financial Services, LLC, located in Keego Harbor, Michigan. Corey has been in the financial industry since 2001 and is registered with the state of Michigan. Corey offers a range of financial services, including financial planning, portfolio management, asset allocation services, and educational seminars. Corey has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations.
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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MI
09/20/2021 - Present
Ameriprise Financial Services, LLC (Keego Harbor MI)
MI
10/15/2013 - 11/02/2020
FIRST ALLIED SECURITIES, INC. (BLOOMFIELD HILLS MI)
MI
10/12/2007 - 10/17/2013
SII INVESTMENTS, INC. (BLOOMFIELD HILLS MI)
MI
10/09/2001 - 10/17/2007
COMMONWEALTH FINANCIAL NETWORK (BLOOMFIELD HILLS MI)
MN
08/03/2001 - 10/09/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/03/2001 - 10/09/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 08/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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