Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Ann Barker is a registered representative with Bofa Securities, Inc., in Boston, Massachusetts. Courtney has been in the industry since 2013. Courtney has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Oppenheimer & Co. Inc., and AGC Partners in the past. Courtney has passed the Series 63, Series 24, SIE and Series 79 exams.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
MA
05/10/2019 - Present
Bofa Securities, Inc. (BOSTON MA)
MA
03/27/2019 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
06/02/2014 - 03/08/2019
OPPENHEIMER & CO. INC. (BOSTON MA)
MA
08/09/2013 - 05/12/2014
AGC PARTNERS (BOSTON MA)
BC
Issued 10/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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