Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Folkerts is a financial advisor with Avantax Advisory Services. Courtney has been in the financial industry since June 2010 and has a broad range of experience. Courtney has held various roles within the industry, including working with Curian Clearing, LLC and Jackson National Life Distributors LLC. She is currently registered with the state of Texas as an investment advisor representative.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
07/13/2022 - Present
Avantax Advisory Services (DALLAS TX)
TX
03/25/2020 - 07/08/2022
CROSSMARK DISTRIBUTORS, INC. (HOUSTON TX)
TX
03/21/2018 - 03/06/2020
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
CO
06/07/2016 - 10/02/2017
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CO
08/28/2014 - 04/04/2016
CURIAN CLEARING, LLC (DENVER CO)
CO
02/05/2014 - 08/08/2014
GENEOS WEALTH MANAGEMENT, INC. (ENGLEWOOD CO)
CO
05/11/2010 - 06/12/2013
NATIONAL PLANNING CORPORATION (LAKEWOOD CO)
TX
08/12/2008 - 08/31/2009
INVESCO AIM DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 08/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2016
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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