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Courtney Ann Kucish

Alden Investment Group

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About Courtney Ann Kucish

Courtney Ann Kucish is a registered representative with Alden Investment Group. Courtney has been in the securities industry for over 15 years and holds the Series 7, Series 66 and SIE licenses. She has experience working for Edward Jones and Alden Investment Group. Courtney Kucish's primary focus is on financial planning and portfolio management for individuals and retirement plans.

Firm Information

Courtney Kucish is currently registered with Alden Investment Group. Alden Investment Group, headquartered in WAYNE, PA, is an investment advisory firm with approximately $290.95 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Alden Investment Group also offers other advisory services, including retirement plans. The firm has 5 licensed agents, 30 registered representatives, and 26 investment advisory functions.
Alden Investment Group

37 WEST AVENUE

WAYNE, PA 19087-3226

$290.95M

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement plans

Retirement plans

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Courtney Kucish’s Registration & Firm History

PA

05/26/2023 - Present

Alden Investment Group (WAYNE PA)

WV

05/30/2008 - 05/15/2023

EDWARD JONES (MORGANTOWN WV)

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Licenses & Designations

BOTH

Issued 07/25/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/29/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Courtney Ann Kucish. Review regulatory record here.
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