Unclaimed
Courtney Denae Rader is a registered representative and investment advisor representative associated with Creativeone Securities, LLC and Creativeone Wealth, LLC. Courtney has been in the financial services industry for over 14 years, and has worked at several firms including VSR Financial Services, Inc., VSR Advisory Services, and Client One Securities, LLC. Courtney holds Series 7, Series 66, SIE, and Series 99TO licenses. Courtney is a member of the Financial Industry Regulatory Authority (FINRA). Courtney specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, 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.
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.
A percentage of the total value of assets under management is charged.
1
2
KS
08/26/2024 - Present
Creativeone Securities, LLC (OVERLAND PARK KS)
KS
02/03/2017 - 09/06/2022
CREATIVEONE SECURITIES, LLC (OVERLAND PARK KS)
KS
09/16/2008 - 12/19/2016
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
BOTH
Issued 03/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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