Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cortny? Claim Your ProfileCortny Rose Surber is a financial advisor with Charles Schwab & CO., Inc. in Omaha, Nebraska. Cortny is a registered representative and investment advisor representative. Cortny has been in the securities industry since July 2019 and has a strong background in finance and customer service. Cortny is committed to providing personalized financial advice to help her clients reach their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NE
08/05/2022 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
07/03/2019 - 12/31/2023
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 07/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/23/2021
Series 24 - General Securities Principal Examination
BC
Issued 07/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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