Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney A Wellar is a registered Investment Advisor Representative with Realta Investment Advisors, Inc. and R.s. Petrell & Associates, LLC D/b/a Strategic Wealth Advisors. Courtney holds the Series 65 license. Courtney has been in the financial services industry since January 2018. Courtney provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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DE
12/06/2023 - Present
Realta Investment Advisors, Inc. (WILMINGTON DE)
IA
Issued 01/08/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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