Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lenay? Claim Your ProfileLenay Courtwright is a financial advisor registered with Ameriprise Financial Services, LLC since September 10, 2007. Lenay has been active in the financial services industry since March 21, 2001. Before joining Ameriprise Financial Services, LLC, Lenay was employed by IDS Life Insurance Company in Minneapolis, Minnesota. Lenay holds a Series 66 license and has passed the Series 7 and SIE exams. Lenay is registered in Florida, New Jersey, New York, and Pennsylvania. Lenay offers a wide range of financial services including, asset allocation, financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and the selection of other advisors.
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
NJ
09/10/2007 - Present
Ameriprise Financial Services, LLC (PARAMUS NJ)
MN
03/22/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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