Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cortney? Claim Your ProfileCortney Kitchen has been a registered representative for over 27 years and has extensive experience in the financial industry. Cortney is currently affiliated with United Planners' Financial Services of America. Cortney's experience includes working with various clients such as individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Cortney has a broad range of certifications and holds licenses in multiple states, including Indiana, Texas, Arizona, Colorado, Florida, Georgia, Illinois, Iowa, Michigan, Montana, Ohio, South Carolina, Virginia, and Wisconsin. Cortney is dedicated to providing comprehensive financial guidance and investment management services to meet the unique needs of each client.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
06/03/2021 - Present
United Planners' Financial Services OF America A Limited Partner (FORT WAYNE IN)
IN
09/09/2005 - 06/07/2021
CETERA ADVISOR NETWORKS LLC (FT. WAYNE IN)
NJ
01/25/1994 - 09/21/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 01/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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