Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cortland? Claim Your ProfileCortland Luster Golightly is a financial advisor registered with LPL Financial LLC, a leading independent broker-dealer. Cortland has been in the financial services industry for over 15 years and holds several licenses and certifications. Cortland works with a variety of clients including individuals, families, businesses, and institutions. Cortland provides financial planning, investment management, and insurance services. Cortland previously worked at Morgan Stanley, Lincoln Financial Advisors Corporation and Mutual Securities, Inc.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
05/05/2021 - Present
LPL Financial LLC (WALNUT CREEK CA)
CA
04/27/2018 - 06/30/2020
MUTUAL SECURITIES, INC. (San Ramon CA)
CA
07/16/2015 - 05/09/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (LIVERMORE CA)
CA
05/26/2010 - 07/31/2015
MORGAN STANLEY (WALNUT CREEK CA)
CT
08/02/2006 - 12/15/2008
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
BOTH
Issued 07/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/01/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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