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 Collins is a financial advisor with Allegheny Financial Group Ltd. based in Pittsburgh, PA. Courtney has been in the industry since 2018 and holds licenses in several states including Florida, Georgia, Massachusetts, Pennsylvania and Virginia. Courtney specializes in retirement planning, financial planning, investment management, and other financial services for individuals and families. Courtney is a CERTIFIED FINANCIAL PLANNER™ professional.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
Performance based fees pd to gps of affiliated entities
1
2
PA
12/11/2023 - Present
Allegheny Financial Group Ltd. (PITTSBURGH PA)
PA
08/01/2018 - 06/14/2019
MID ATLANTIC CAPITAL CORPORATION (PITTSBURGH PA)
BOTH
Issued 08/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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