Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Fisher is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Courtney has been in the industry since August 18, 2020, and is currently registered in California and Texas. Courtney holds the Series 66, Series 7TO and SIE licenses. Courtney is located in the San Leandro, CA branch office of Merrill Lynch. Courtney specializes in providing investment advisory services to individuals, businesses, corporations, charitable organizations, insurance companies, pension and profit sharing plans, and state or municipal government entities.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
10/28/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN LEANDRO CA)
BOTH
Issued 09/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 04/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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