Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Leigh Cotter is a financial advisor with Ameriprise Financial Services, LLC. Courtney has been in the industry since 2011. Courtney has experience in financial planning, investment management, and pension consulting. Courtney provides advisory services to individuals, families, and businesses.
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
MN
10/11/2023 - Present
Ameriprise Financial Services, LLC (Edina MN)
MN
05/23/2022 - 01/25/2023
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC. (GOLDEN VALLEY MN)
MN
06/24/2011 - 05/25/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Minneapolis MN)
MN
01/03/2017 - 11/07/2017
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)
BOTH
Issued 10/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/04/2015
Series 24 - General Securities Principal Examination
BC
Issued 11/19/2013
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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