Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Loehr is a financial advisor registered with Wells Fargo Clearing Services, LLC, and is licensed to provide investment advice in Kansas and Texas. Courtney has been in the industry since January 2022, and holds the Series 7TO, Series 66 and SIE licenses. Courtney also has a CPA license and is a member of the National Association of State Boards of Accountancy. Courtney is passionate about helping individuals and families achieve their financial goals. Courtney specializes in providing financial planning and portfolio management services for a variety of clients, including individuals, families, businesses, and charitable organizations.
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.
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.
Investment consulting services to institutional clients
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.
1
2
KS
03/17/2022 - Present
Wells Fargo Clearing Services, LLC (OVERLAND PARK KS)
BOTH
Issued 01/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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