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Paul Sheldon Coir

Ameriprise Financial Services, LLC

Liverpool, NY

East Syracuse, NY

Syracuse, NY

CRD 6836505

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Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-01-03
NY RA APPROVED 2021-03-05
  • TX RA
    APPROVED_RES
    Since 2024-01-03
  • NY RA
    APPROVED
    Since 2021-03-05

Branch Locations

7672 Oswego Rd, Liverpool, NY 13090 • United States

5750 Commons Park, East Syracuse, NY 13057 • United States

Syracuse, NY • 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. Liverpool NY 07/2017 03/2020
Young Life Colorado Springs CO 09/2008 07/2017
Ameriprise Financial Services, Llc Liverpool NY 03/2020 Present
  • 07/2017 → 03/2020
    Ameriprise Financial Services, Inc.
    Liverpool, NY
  • 09/2008 → 07/2017
    Young Life
    Colorado Springs, CO
  • 03/2020 → Present
    Ameriprise Financial Services, Llc
    Liverpool, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-09
  • S66 Uniform Combined State Law Examination
    2019-11-09

View on SEC IAPD

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