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 Stewart is a financial advisor in Lake Oswego, Oregon. Courtney is a registered representative with Raymond James Financial Services Advisors, Inc. and has been in the industry since 2006. Courtney has a wide range of experience and expertise, including financial planning, portfolio management, and investment advice. Courtney is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OR
11/10/2020 - Present
Raymond James Financial Services Advisors, Inc. (Lake Oswego OR)
OR
01/03/2017 - 11/05/2020
LION STREET FINANCIAL, LLC (LAKE OSWEGO OR)
OR
01/01/2007 - 01/04/2017
WOODBURY FINANCIAL SERVICES, INC. (Lake Oswego OR)
IA
Issued 05/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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