Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Chynces is a financial advisor with over 14 years of experience in the financial services industry. Courtney is currently registered with United Planners' Financial Services of America A Limited Partner and Proxy Freedom. Courtney's experience includes working with a wide range of clients, including individuals, families, and businesses. Courtney is committed to providing personalized financial advice and helping clients achieve their financial goals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
01/10/2023 - Present
United Planners' Financial Services OF America A Limited Partner (WALNUT CREEK CA)
TN
09/09/2016 - 09/27/2022
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
WI
03/14/2016 - 09/13/2016
INVEST FINANCIAL CORPORATION (APPLETON WI)
WI
03/14/2016 - 09/13/2016
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
03/14/2016 - 09/13/2016
SII INVESTMENTS, INC. (APPLETON WI)
CO
12/18/2013 - 09/13/2016
NATIONAL PLANNING CORPORATION (DENVER CO)
CO
06/22/2011 - 12/16/2013
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
NC
11/04/2008 - 06/07/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARY NC)
NC
03/21/2007 - 10/11/2007
A. G. EDWARDS & SONS, INC. (RALEIGH NC)
BOTH
Issued 05/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2016
Series 24 - General Securities Principal Examination
BC
Issued 06/27/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Courtney Chynces is the right advisor for you? Invested Better is here to help.
