Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Elenora Peterson is a registered representative with LPL Financial LLC. Courtney has been in the industry since July 2019. She has been registered with LPL Financial LLC since April 2021. Before joining LPL Financial LLC, Courtney was employed with Hancock Whitney Investment Services, Inc.. Courtney holds the Series 7TO, Series 66 and SIE exams. Courtney works in the Gulfport, Mississippi branch office of LPL Financial 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.
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.
Consulting and other non-discretionary advisory services
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
MS
04/12/2021 - Present
LPL Financial LLC (Gulfport MS)
MS
07/08/2019 - 04/21/2021
HANCOCK WHITNEY INVESTMENT SERVICES INC. (GULFPORT MS)
BOTH
Issued 10/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/27/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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