Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Halasz is a financial advisor who has been in the industry since April 2017. Courtney is currently registered with Wells Fargo Advisors Financial Network, LLC. Courtney is registered in 35 states and 2 jurisdictions for investment advisory services. Courtney has passed the Series 66, Series 7, and SIE exams. Courtney has worked for Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, and Merrill Lynch/Bank of America. Courtney specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Investment consulting services to institutional clients
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.
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2
NJ
06/21/2024 - Present
Wells Fargo Advisors Financial Network, LLC (RED BANK NJ)
NJ
04/27/2017 - 06/21/2024
WELLS FARGO CLEARING SERVICES, LLC (RED BANK NJ)
BOTH
Issued 05/25/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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