Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kiersten? Claim Your ProfileKiersten Mc cort is an Ameriprise Financial Services, LLC registered representative in Wexford, PA, with over 24 years of experience in the financial services industry. Kiersten holds the Series 63, Series 66, and Series 7 licenses as well as the SIE certification. Kiersten is also a registered investment advisor representative in Texas and Pennsylvania. Kiersten specializes in offering a wide range of financial services to individuals, families, and businesses, including asset allocation, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management. Kiersten provides investment services to individuals, high-net-worth individuals, corporations, trusts/estates, insurance companies, charitable organizations, and pension and profit-sharing plans.
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
PA
06/04/2020 - Present
Ameriprise Financial Services, LLC (WEXFORD PA)
MN
01/12/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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