Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Eberhart is a financial advisor with J.P. Morgan Securities LLC. Courtney has been in the industry since 2006. Courtney has offices in Atlanta, GA and Boston, MA. Courtney has Series 4, 7, 24, 52TO, 55, 57TO, 63 and 66 licenses. Courtney also holds Series 53 licenses. Courtney has experience with individuals, high net worth individuals, corporations, trusts, estates, charitable organizations, insurance companies, and labor unions. Courtney provides financial planning, portfolio management, and investment advisory services. Courtney's previous experience includes working at SunTrust Investment Services, Inc. and E*TRADE Securities LLC.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
GA
01/17/2019 - Present
J.p. Morgan Securities LLC (Atlanta GA)
GA
02/12/2015 - 01/02/2019
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
09/29/2006 - 12/02/2014
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BOTH
Issued 03/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/04/2008
Series 4 - Registered Options Principal Examination
BC
Issued 05/01/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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