Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Elaine Jones is an active registered representative with Fidelity Personal and Workplace Advisors, a large firm with over $1 trillion in assets under management. Courtney has been in the financial services industry for a few years, working as a hair stylist before moving into the financial services field. Courtney holds Series 7, 63, and 65 licenses and is registered in several states. Courtney specializes in working with individual investors and businesses, providing financial planning and portfolio management services. Courtney's focus is on helping clients meet their financial goals through a personalized approach.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
WA
11/06/2024 - Present
Fidelity Personal AND Workplace Advisors (LYNNWOOD WA)
IA
Issued 01/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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