Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Ingraham is a financial advisor with Hightower Advisors, LLC. Courtney has been in the industry for over 20 years and holds the Series 7, Series 63, and Series 66 licenses. Courtney is also a Chartered Financial Analyst (CFA). Courtney has a broad range of experience in providing financial advice to individuals and businesses. Previously Courtney was with Northwestern Mutual Investment Services, LLC, MML Investors Services, LLC, and Sanford C. Bernstein & Co., LLC.
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.
Treasury management for corporate 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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NY
04/21/2023 - Present
Hightower Advisors, LLC (Purchase NY)
NY
01/29/2021 - 04/30/2021
MML INVESTORS SERVICES, LLC (ELMSFORD NY)
NY
08/19/2019 - 02/04/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WHITE PLAINS NY)
NY
05/26/2003 - 08/04/2011
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
BC
Issued 08/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/19/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/13/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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