Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Bernice Lathrop is a registered representative and investment advisor representative with Clearbridge Investments, LLC. Courtney has been in the financial services industry since 2007 and holds a Series 66, Series 7 and SIE license. Courtney has previously worked at UBS Financial Services Inc. and Ameriprise Financial Services, Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
10/14/2015 - Present
Clearbridge Investments, LLC (NEW YORK NY)
CT
11/06/2012 - 10/06/2015
UBS FINANCIAL SERVICES INC. (STAMFORD CT)
CT
11/27/2009 - 11/08/2012
AMERIPRISE FINANCIAL SERVICES, INC. (NORWALK CT)
CT
08/27/2007 - 07/08/2009
AMERIPRISE FINANCIAL SERVICES, INC. (NORWALK CT)
BOTH
Issued 09/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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