Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Rowan is a financial advisor with Ameriprise Financial Services, LLC, and has been in the industry since 1997. Courtney is registered in multiple states including Alabama, California, Florida, Georgia, Mississippi, New Jersey, North Carolina, Oklahoma, Tennessee, Texas and Virginia. Courtney is also a registered Investment Advisor in Texas and Alabama. Courtney has her Series 7, Series 63, and Series 66 licenses. Courtney specializes in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Courtney previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Sterne, Agee & Leach, Inc..
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
AL
05/02/2017 - Present
Ameriprise Financial Services, LLC (Tuscaloosa AL)
AL
11/13/2000 - 04/25/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TUSCALOOSA AL)
AL
09/18/1997 - 10/17/2000
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
BOTH
Issued 06/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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