Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtenay? Claim Your ProfileCourtenay Le'cole Stevens is an active registered representative at PFS Investments Inc., a firm with a strong focus on providing comprehensive financial advisory services. Courtenay has a strong foundation in the investment industry, with a deep understanding of various investment products. Having obtained the Securities Industry Essentials Examination (SIE) and Investment Company Products/Variable Contracts Representative Examination (Series 6TO) certifications, Courtenay possesses the knowledge and expertise to provide clients with tailored investment solutions. Courtenay's professional background, coupled with the resources and support of PFS Investments Inc., positions to offer insightful guidance and support to help 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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
04/30/2024 - Present
PFS Investments Inc. (LOMBARD IL)
BC
Issued 04/30/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/26/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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