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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtenay? Claim Your ProfileCourtenay Satterwhite is a financial advisor who has been active in the industry since 2013. Courtenay is currently registered with Morgan Stanley in both Florida and Texas. Courtenay specializes in a variety of areas, including investment strategies, asset allocation, and financial planning. Courtenay has worked with a wide range of clients, including individuals, families, businesses, and institutions. Courtenay has also held previous positions at Barclays Capital Inc. Courtenay is committed to providing personalized advice and guidance to help her clients achieve 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.
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
FL
10/29/2014 - Present
Morgan Stanley (Palm Beach FL)
FL
09/05/2013 - 11/14/2014
BARCLAYS CAPITAL INC. (PALM BEACH FL)
BOTH
Issued 12/05/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/30/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2014
Series 3 - National Commodity Futures Examination
BC
Issued 09/05/2013
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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