Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Rorie is a financial advisor with &partners, a firm located in Nashville, TN. Courtney has been in the financial services industry for over 14 years. She specializes in providing financial planning and investment management services to individuals, families, and businesses. Courtney has a strong background in the financial services industry, having previously worked at UBS Financial Services, Inc. She is also a registered representative with the Financial Industry Regulatory Authority (FINRA). Courtney is committed to providing her clients with personalized and comprehensive financial advice. She works closely with her clients to understand their financial goals and objectives, and then develops customized strategies to help them achieve their goals.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MO
06/14/2024 - Present
&partners (Clayton MO)
MO
02/20/2018 - 06/25/2024
UBS FINANCIAL SERVICES INC. (Clayton MO)
MO
04/21/1995 - 04/11/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
02/10/1993 - 08/17/1994
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 04/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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