Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Kidwell is a financial advisor with Hightower Advisors, LLC. Courtney has been in the financial services industry since 1998 and has a broad range of experience in the industry, including serving as a financial advisor for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Raymond James Financial Services, Inc., and BB&T Investment Services, Inc. Courtney has a strong background in investment management and financial planning, and Courtney is a Certified Financial Planner.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NC
11/06/2020 - Present
Hightower Advisors, LLC (Greensboro NC)
AZ
09/11/2003 - 04/26/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
FL
04/01/2002 - 08/13/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NC
12/04/2000 - 03/21/2002
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MN
07/07/1999 - 10/23/2000
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
NY
09/24/1998 - 06/01/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/01/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/1999
Series 24 - General Securities Principal Examination
BC
Issued 09/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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