Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Donaldson is a registered representative with PFS Investments Inc. Courtney has 1 year of experience in the securities industry and is registered with FINRA and the state of Georgia. Courtney has passed the Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7), and Uniform Combined State Law Examination (Series 66). Courtney's previous experience includes working at Edward Jones. Courtney is also a financial representative with Primerica Financial Services.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
11/24/2021 - Present
PFS Investments Inc. (CHICAGO IL)
GA
06/25/2018 - 12/05/2019
EDWARD JONES (SUWANEE GA)
BOTH
Issued 08/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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