Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Colleen Garza is a financial advisor with over 12 years of experience in the financial industry. Courtney is currently registered with &partners in Clayton, Missouri. Courtney has previously worked at WELLS FARGO CLEARING SERVICES, LLC, MORGAN STANLEY and WELLS FARGO ADVISORS, LLC. Courtney holds the Series 63, Series 10, Series 9, SIE, and Series 7 licenses. Courtney is registered with the following states: Arkansas, Florida, Massachusetts, New York, and Utah. &partners is a financial advisory firm based in Nashville, TN. They specialize in financial planning, portfolio management, and pension consulting. &partners has over 250 clients and manages over $1 billion in assets.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MO
07/09/2024 - Present
&partners (Clayton MO)
FL
09/07/2016 - 05/23/2024
WELLS FARGO CLEARING SERVICES, LLC (PALM BEACH GARDENS FL)
NY
07/30/2013 - 09/01/2016
MORGAN STANLEY (NEW YORK NY)
FL
11/04/2011 - 07/01/2013
WELLS FARGO ADVISORS, LLC (BOCA RATON FL)
BC
Issued 08/02/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/10/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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