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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Hale Blum is an investment advisor representative with Lido Advisors, LLC. Courtney has been in the industry since 2008 and holds Series 6, 7, 63, and 65 licenses. Courtney has prior experience with Northern Lights Distributors, LLC, FEF Distributors, LLC and Baron Capital, Inc.. Courtney specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles, Financial Planning and Educational Seminars. Courtney is registered with the state of California and Texas.
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.
Strategic management for diversified investment portfolios.
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.
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2
CA
04/25/2024 - Present
Lido (LOS ANGELES CA)
NE
06/17/2016 - 12/15/2023
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
NY
06/05/2012 - 03/21/2016
FEF DISTRIBUTORS, LLC (NEW YORK NY)
NY
01/09/2008 - 05/29/2012
BARON CAPITAL, INC. (NEW YORK NY)
IA
Issued 04/25/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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