Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monalisa? Claim Your ProfileMonalisa Cottingham is a financial advisor at Ameriprise Financial Services, LLC, with over 6 years of experience in the industry. Monalisa has a strong track record of providing financial guidance to individuals and families, specializing in retirement planning, college savings, and investment management. Monalisa has a Series 7 and Series 66 license and is a registered Investment Advisor in Michigan. Monalisa is also registered to provide securities and investment advisory services in 19 states. Monalisa's previous roles include positions at Comerica Securities, Morgan Stanley, and Chemical Bank.
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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MI
08/21/2023 - Present
Ameriprise Financial Services, LLC (Farmington MI)
MI
06/18/2021 - 11/03/2023
COMERICA SECURITIES (FARMINGTON MI)
MI
01/02/2018 - 02/01/2018
MORGAN STANLEY (FARMINGTON HILLS MI)
BOTH
Issued 05/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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