Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Liddy? Claim Your ProfileLiddy Achter is a financial advisor who works with individuals, families, and businesses. Liddy has over 15 years of experience in the financial services industry. Liddy is registered to provide investment advice in Minnesota and Texas. Liddy is currently employed by Fiduciary Counselling Inc., which has offices in Saint Paul, Minnesota. Prior to joining Fiduciary Counselling Inc., Liddy worked at BMO Harris Financial Advisors, Inc. in Minneapolis, Minnesota and M&I Financial Advisors, Inc. and Wells Fargo Investments, LLC in Eau Claire, Wisconsin.
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.
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.
Strategic management for diversified investment portfolios.
Strategy/allocation advice for investment companies and private funds; investment recommendations for private funds
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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MN
10/27/2020 - Present
Fiduciary Counselling Inc. (ST PAUL MN)
MN
08/01/2012 - 06/01/2020
BMO HARRIS FINANCIAL ADVISORS, INC. (Minneapolis MN)
WI
05/18/2007 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (EAU CLAIRE WI)
WI
11/26/2004 - 04/17/2007
WELLS FARGO INVESTMENTS, LLC (EAU CLAIRE WI)
BOTH
Issued 10/27/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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