Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtenay? Claim Your ProfileCourtenay Lyons is a financial advisor with Ameriprise Financial Services, LLC. Courtenay has been in the financial services industry for 17 years and is registered in several states, including Texas, Michigan, and Florida. She works with a wide range of clients, including individuals, families, businesses, and retirement plans. Courtenay's expertise includes asset allocation, financial planning, and portfolio management. She is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Prior to joining Ameriprise Financial Services, LLC, Courtenay worked at Lincoln Investment and Great American Advisors.
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
MI
03/13/2023 - Present
Ameriprise Financial Services, LLC (Keego Harbor MI)
MI
08/02/2010 - 03/10/2023
LINCOLN INVESTMENT (Keego Harbor MI)
MI
11/17/2005 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (SYLVAN LAKE MI)
BOTH
Issued 07/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Courtenay Lyons is the right advisor for you? Invested Better is here to help.
