Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Elizabeth Criss is a financial advisor with Fidelity Personal and Workplace Advisors, a firm with more than 15,000 investment advisor representatives and over $800 billion in regulatory assets under management. Courtney has been in the securities industry since 2015, with previous experience at J.P. Morgan Securities LLC. Courtney specializes in providing financial planning, portfolio management, and educational seminars to individuals, families, and businesses. Courtney has a strong understanding of the financial markets and a commitment to providing clients with personalized investment advice to help them reach their financial goals.
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.
1
2
TX
09/25/2018 - Present
Fidelity Personal AND Workplace Advisors (FRIENDSWOOD TX)
TX
12/11/2015 - 10/25/2017
J.P. MORGAN SECURITIES LLC (LEAGUE CITY TX)
BOTH
Issued 09/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/22/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2018
Series 7 - General Securities Representative Examination
BC
Issued 12/11/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Courtney Criss is the right advisor for you? Invested Better is here to help.
