Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Delaney is a financial advisor with over 18 years of experience in the industry. Courtney is currently registered with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Courtney has a broad range of experience, having previously worked for firms like FIRST CLEARING, LLC, H.D. VEST INVESTMENT SERVICES, STIFEL, NICOLAUS & COMPANY, INCORPORATED, and CENTURY SECURITIES ASSOCIATES, INC. Courtney holds several licenses including Series 63, Series 9, Series 10, Series 24, SIE and Series 7. Courtney has been recognized for her expertise and dedication to client service.
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
MO
04/21/2011 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
04/21/2011 - 11/16/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
TX
04/21/2011 - 10/05/2011
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
MO
03/10/2008 - 04/11/2011
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
05/13/2004 - 03/04/2008
CENTURY SECURITIES ASSOCIATES, INC. (ST. LOUIS MO)
BC
Issued 06/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/07/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/18/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Courtney Delaney is the right advisor for you? Invested Better is here to help.
