Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtenay? Claim Your ProfileCourtenay Kull has been in the financial services industry since 1993. Courtenay is a registered representative and investment advisor representative in the states of Texas and Ohio. Courtenay is currently employed with Morgan Stanley in Centerville, OH. Courtenay has also worked for PNC INVESTMENTS, FIFTH THIRD SECURITIES, INC., WEALTH MANAGEMENT GROUP, MARKETING ONE SECURITIES, INC. and EDWARD D. JONES & CO., L.P. Courtenay holds Series 7, 24, 63, and 66 licenses.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
07/26/2024 - Present
Morgan Stanley (Centerville OH)
OH
02/24/2021 - 07/29/2024
PNC INVESTMENTS (DAYTON OH)
IN
03/15/2000 - 02/24/2021
FIFTH THIRD SECURITIES, INC. (EVANSVILLE IN)
IN
01/17/1995 - 02/28/2000
WEALTH MANAGEMENT GROUP (EVANSVILLE IN)
OR
02/26/1996 - 04/30/1997
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
MO
10/06/1993 - 11/23/1994
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 04/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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