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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Cooper is a financial advisor with Ameriprise Financial Services, LLC, a firm with a history of providing clients with comprehensive financial advice and guidance. Nancy has been a financial advisor for over 20 years, and holds licenses to conduct business in Iowa and Minnesota. Nancy's experience and commitment to helping clients achieve their financial goals makes her a valuable resource for anyone seeking financial guidance.
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
MN
12/16/2013 - Present
Ameriprise Financial Services, LLC (ALBERT LEA MN)
MN
02/08/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
10/05/1992 - 07/28/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 03/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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