Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Amber Lovett is a financial advisor at Charles Schwab & CO., Inc. Courtney has been working in the financial services industry since 2006 and has experience with several firms, including Raymond James Financial Services, Inc., Raymond James & Associates, Inc., and J.P. Morgan Securities LLC. Courtney is registered to provide investment advice in Arizona. Courtney holds licenses for Series 6, 7, 9, 10, 63, and 66. Courtney's background includes both experience as a registered representative and investment advisor representative, allowing Courtney to provide a well-rounded approach to financial advice.
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
AZ
05/09/2023 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
11/01/2021 - 01/12/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Scottsdale AZ)
FL
01/07/2020 - 11/24/2021
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
05/31/2017 - 12/31/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
OH
10/01/2012 - 04/19/2017
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
AZ
09/07/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
AZ
04/10/2006 - 08/07/2006
INTERSECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 03/05/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/11/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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