Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Oliveira is a financial advisor registered with Ameriprise Financial Services, LLC. Courtney has been working in the financial industry since January 31, 2019. Courtney is a Registered Representative and Investment Advisor Representative with Ameriprise Financial Services, LLC and holds the Series 7, Series 63, Series 65 and SIE licenses. Courtney has worked with a variety of clients, including individuals, trusts/estates, corporations, pension and profit sharing plans, 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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2
IL
10/01/2020 - Present
Ameriprise Financial Services, LLC (SAVOY IL)
BC
Issued 09/25/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/07/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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