Unclaimed
Courtney Garner is a registered representative with Intrua Financial, a firm that provides financial planning, pension consulting, and investment management services. Courtney has been active in the securities industry since 2014 and holds the Series 7, Series 66, and SIE licenses. Courtney Garner's registration has been approved in many states including Texas, California, New York, and many more. Courtney is dedicated to providing comprehensive financial solutions to individuals, families, and businesses.
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.
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.
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
TX
10/28/2015 - Present
Intrua Financial (HOUSTON TX)
BOTH
Issued 06/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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