Unclaimed
Courtney Janssen is a financial professional with over 20 years of experience in the industry. Courtney is currently registered with Blackstone Securities Partners LP in Washington, DC. Courtney has also held previous roles with WELLS FARGO FUNDS DISTRIBUTOR, LLC and PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP. Courtney holds FINRA Series 6, 7, 63, 65, 79 and SIE licenses. Courtney is also registered to sell securities in Delaware, District of Columbia, Maryland, New York, Pennsylvania, Virginia and West Virginia.
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.
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.
1
2
DC
06/05/2017 - Present
Blackstone Securities Partners LP (Washington DC)
NC
07/26/2007 - 05/01/2017
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
MA
09/19/2003 - 07/02/2007
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
IA
Issued 05/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 05/04/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/18/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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