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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 Yeager is a financial advisor who has been in the industry since 2014. Courtenay is currently registered with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Courtenay has a background in providing investment consulting services to institutional clients, and financial planning services to individuals and businesses. Courtenay has also provided portfolio management services for individuals and businesses. Courtenay is licensed in both Illinois and Missouri, and has passed several industry exams including the Series 7, Series 63, Series 66, Series 9, and Series 10. Courtenay has experience working with a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
1
2
MO
07/01/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
TX
03/02/2016 - 06/01/2017
TD AMERITRADE, INC. (AUSTIN TX)
MO
11/12/2013 - 02/02/2016
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
BOTH
Issued 04/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/01/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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