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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 Hershberger is a financial advisor working with Morgan Stanley. Courtney has been in the financial services industry since May 18, 2000. Courtney has worked at several firms in the past, including RBC Capital Markets, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, INC. Courtney is licensed in 53 states and is registered with both FINRA and the SEC. Courtney has a number of specialties including asset allocation advice, financial planning, pension consulting and portfolio management for individuals, businesses and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
08/16/2023 - Present
Morgan Stanley (Palm Desert CA)
CA
08/25/2011 - 09/06/2023
RBC CAPITAL MARKETS, LLC (PALM DESERT CA)
CA
10/23/2009 - 08/30/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RANCHO MIRAGE CA)
CA
09/08/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PALM DESERT CA)
CA
05/18/2000 - 09/13/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIAN WELLS CA)
BOTH
Issued 11/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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