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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Ann Sindelar is a financial advisor at World Investment Advisors, LLC. Courtney Ann Sindelar is registered with the state of Maryland and Virginia, and she is also active in the Investment Advisor Representative category. Courtney Ann Sindelar has been in the financial services industry for over 18 years. Courtney Ann Sindelar holds the Series 66, Series 7, and SIE licenses. Courtney Ann Sindelar specializes in financial planning, pension consulting, educational seminars, and portfolio management. She works with individuals, businesses, and investment companies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
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VA
06/03/2024 - Present
World Investment Advisors, LLC (Tysons Corner VA)
MD
06/23/2021 - 01/03/2022
TRIAD ADVISORS LLC (Baltimore MD)
MD
08/24/2016 - 06/08/2021
HIGHTOWER SECURITIES, LLC (Owings Mills MD)
MD
08/30/2010 - 08/29/2016
KESTRA INVESTMENT SERVICES, LLC (BETHESDA MD)
MD
10/11/2006 - 09/07/2010
MML INVESTORS SERVICES, INC. (BETHESDA MD)
MD
01/19/2005 - 10/02/2006
PRINCOR FINANCIAL SERVICES CORPORATION (BETHESDA MD)
BOTH
Issued 01/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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