linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Courtney Ann Alexander

Colliers Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Courtney? Claim Your Profile

About Courtney Ann Alexander

Courtney Alexander is an investment advisor representative with Colliers Securities LLC. Courtney has been in the industry since 2013. Courtney is currently registered with the state of Minnesota. Prior to joining Colliers Securities LLC, Courtney was employed with Charles Schwab & Co., Inc., Harbour Investments, Inc., and VOYA Financial Advisors, Inc. Courtney has obtained the following licenses: Series 6, Series 63, Series 99TO, and SIE.

Firm Information

Courtney Alexander is currently registered with Colliers Securities LLC. Colliers Securities LLC is a Limited Liability Company formed in 1997 and headquartered in Minneapolis, Minnesota. The firm provides a wide range of advisory services, including portfolio management for individuals and selection of other advisers. With over 84 registered representatives, Colliers Securities manages approximately $262,622,768 in regulatory assets under management, primarily for high-net-worth individuals and individuals other than high-net-worth. The firm participates in wrap fee programs and is registered with the SEC and in all 50 states plus the District of Columbia and Puerto Rico.
Colliers Securities LLC

90 SOUTH SEVENTH STREET

MINNEAPOLIS, MN 55402-4108

$262.62M

Assets Under Management

Not reported

Total Clients

73

Total Financial Advisors

Services Offered

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Courtney Alexander’s Registration & Firm History

MN

04/10/2023 - Present

Colliers Securities LLC (MINNEAPOLIS MN)

MN

08/10/2022 - 04/13/2023

CHARLES SCHWAB & CO., INC. (Wayzata MN)

MN

05/05/2017 - 12/31/2021

HARBOUR INVESTMENTS, INC. (Plymouth MN)

MN

06/10/2015 - 05/08/2017

VOYA FINANCIAL ADVISORS, INC. (PLYMOUTH MN)

MN

06/13/2013 - 04/08/2014

THRIVENT INVESTMENT MANAGEMENT INC. (BUFFALO MN)

Not sure if Courtney Ann Alexander is right for you?

Licenses & Designations

BC

Issued 06/25/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/10/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Courtney Ann Alexander.
Not sure if Courtney Ann Alexander is right for you?