Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtnee? Claim Your ProfileCourtnee Marin King is a financial advisor registered with Charles Schwab & CO., Inc. Courtnee has been in the financial services industry since 2016. Courtnee holds Series 7 and 63 securities licenses, and the SIE exam. Courtnee currently works at the Charles Schwab & CO., Inc. office in Phoenix, Arizona. Courtnee works with individual and institutional clients. Courtnee's firm offers a wide range of financial services, including financial planning, portfolio management, and investment advisory services.
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
1
2
AZ
03/10/2016 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
BC
Issued 03/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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