Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johnny? Claim Your ProfileJohnny Mack Coker is a financial professional with over 18 years of experience in the financial services industry. Currently registered with Ameriprise Financial Services, LLC in Costa Mesa, California, Johnny has previously held positions with COMERICA SECURITIES, U.S. BANCORP INVESTMENTS, INC., and UNIONBANC INVESTMENT SERVICES, LLC. Johnny holds the Series 6, Series 63, and SIE licenses. Ameriprise Financial Services, LLC is a well-established firm with over $479 billion in assets under management and a diverse client base, including high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm provides a wide range of financial services, including financial planning, asset allocation, portfolio management, and educational seminars.
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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CA
11/03/2023 - Present
Ameriprise Financial Services, LLC (Costa Mesa CA)
CA
09/13/2023 - 11/03/2023
COMERICA SECURITIES (COSTA MESA CA)
MN
05/26/2023 - 08/23/2023
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
CA
08/11/2005 - 05/26/2023
UNIONBANC INVESTMENT SERVICES, LLC (LAGUNA NIGUEL CA)
BC
Issued 12/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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