Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Hunter Calotta is an Investment Advisor Representative with Donalies Financial Planning, LLC, and has been in the industry since January 2018. Courtney is licensed to provide financial advice in District of Columbia, Maryland, and New York. Courtney is also a Certified Financial Planner. Courtney has experience in financial planning, portfolio management for individuals, and educational seminars.
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.
Personalized portfolio management to meet individual financial objectives.
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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NY
01/05/2025 - Present
Donalies Financial Planning, LLC (NEW YORK NY)
IA
Issued 07/22/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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