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Laurie Jean Gerdy

Ameriprise Financial Services, LLC

Canton, OH

Cortland, OH

Weaverville, NC

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-01-08
MN RA APPROVED 2016-12-01
OH RA APPROVED 2015-01-02
TX RA APPROVED 2015-01-02
  • NC RA
    APPROVED
    Since 2024-01-08
  • MN RA
    APPROVED
    Since 2016-12-01
  • OH RA
    APPROVED
    Since 2015-01-02
  • TX RA
    APPROVED
    Since 2015-01-02

Branch Locations

4383 Executive Cir Nw, Canton, OH 44718 • United States

3378 State Route 5 Ne, Cortland, OH 44410 • United States

Weaverville, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Vienna OH 01/2015 03/2020
Ameriprise Financial Services, Llc Cortland OH 03/2020 Present
Previous Registrations
Other Businesses

Real Estate Ownership; Single Family; 8497 Thompson Sharpsville RdMasury, Oh 44438, ,; Not Investment-Related; 11/01/2018.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-11
S63 Uniform Securities Agent State Law Examination 2009-05-01
  • S65 Uniform Investment Adviser Law Examination
    2009-12-11
  • S63 Uniform Securities Agent State Law Examination
    2009-05-01
Designations
Other Names
  • Laurie Jean Daffron

View on SEC IAPD

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Other Offices

ALPHASTAR CAPITAL MANAGEMENT · CANTON, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · CANTON, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CANTON, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CANTON, OH
BEESE FULMER PRIVATE WEALTH MANAGEMENT · CANTON, OH
LPL FINANCIAL LLC · CANTON, OH
FINANCIAL MANAGEMENT STRATEGIES, INC. · Canton, OH
WILLIAMSON WEALTH MANAGEMENT · CANTON, OH

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