Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Erica Blake is a financial advisor with PFS Investments Inc. with over two years of experience in the industry. Courtney is registered with the state of Georgia as a Registered Representative and Investment Advisor Representative and holds a Series 7TO, Series 66, and Series 24 license. Courtney specializes in portfolio management for individuals, and has experience working with clients of all types, including high net worth individuals, corporations, and charitable organizations.
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.
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.
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GA
02/09/2023 - Present
PFS Investments Inc. (DULUTH GA)
GA
09/17/2021 - 07/29/2022
H & L EQUITIES, LLC (ATLANTA GA)
BOTH
Issued 11/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2022
Series 24 - General Securities Principal Examination
BC
Issued 09/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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