Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Coker is a financial advisor with over 10 years of experience in the industry. Courtney is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked with J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP. in Scottsdale, Arizona. Courtney specializes in providing investment advice to individuals, businesses, corporations, pension and profit-sharing plans, high net worth individuals, charitable organizations, and insurance 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
03/16/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
AZ
10/01/2012 - 07/20/2021
J.P. MORGAN SECURITIES LLC (SCOTTSDALE AZ)
AZ
05/09/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SCOTTSDALE AZ)
BC
Issued 05/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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