Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adriana? Claim Your ProfileAdriana Courts is a financial professional with over 10 years of experience in the industry. Adriana is a registered representative and investment advisor representative, with a Series 7, Series 66, and SIE licenses. Adriana currently works at M Holdings Securities, Inc., a firm with over 10,000 clients and $4.5 billion in assets under management. M Holdings Securities, Inc. offers a variety of financial services, including financial planning, portfolio management, and educational seminars.
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.
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
OR
05/06/2024 - Present
M Holdings Securities, Inc. (West Linn OR)
OR
04/01/2020 - 05/16/2024
LPL FINANCIAL LLC (PORTLAND OR)
CA
06/29/2017 - 03/20/2020
PAYCHEX SECURITIES CORPORATION (FOLSOM CA)
CA
11/25/2015 - 06/09/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ELK GROVE CA)
CA
11/18/2013 - 10/22/2015
FIDELITY BROKERAGE SERVICES LLC (SAN DIEGO CA)
BOTH
Issued 10/31/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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