Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Allen Benavides is a financial advisor with Morgan Stanley. Courtney has been in the financial services industry since August 2014. Courtney has a Series 6, 7, 63, and 66 license. Previously, Courtney was with J.P. Morgan Securities LLC and Signator Investors, Inc. Courtney specializes in a variety of areas including asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses, individuals, and investment companies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
04/30/2021 - Present
Morgan Stanley (Plano TX)
TX
03/01/2016 - 05/12/2021
J.P. MORGAN SECURITIES LLC (FRISCO TX)
OK
07/18/2014 - 01/21/2016
SIGNATOR INVESTORS, INC. (OKLAHOMA CITY OK)
BOTH
Issued 06/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/18/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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