Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald McCoy is a financial advisor at Ameriprise Financial Services, LLC. Donald has been in the industry since 1997 and specializes in helping individuals and families reach their financial goals. Donald also provides financial planning and asset allocation services. Donald has been registered in the state of Minnesota since 1997, and is also registered in Texas.
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
04/06/2023 - Present
Ameriprise Financial Services, LLC (Mendota Heights MN)
MN
09/09/1997 - 04/06/2023
PLANNERS FINANCIAL SERVICES, INC. (Mendota Heights MN)
BOTH
Issued 09/09/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 03/12/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/17/1999
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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