Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Sackett is a financial advisor registered with Charles Schwab & CO., Inc. Courtney has been in the securities industry since 2020. Courtney has passed both the Series 7TO and the SIE exams. Courtney is registered in Indiana and Colorado. Courtney's previous employment includes TD AMERITRADE, INC.
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
CO
12/11/2020 - Present
Charles Schwab & CO., Inc. (Denver CO)
CO
05/10/2023 - 05/11/2024
TD AMERITRADE, INC. (Denver CO)
BOTH
Issued 12/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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