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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 Rowley, Jean is a financial advisor registered with Fidelity Personal and Workplace Advisors. Courtney Rowley, Jean has been in the financial industry since 2001. Courtney Rowley, Jean has experience with a variety of financial services, including financial planning, portfolio management for individuals and businesses, and educational seminars. Courtney Rowley, Jean has been with Fidelity Personal and Workplace Advisors since 2024. Courtney Rowley, Jean has experience with Charles Schwab & Co., Inc., TD Ameritrade, Inc., Edward Jones and Pacific Select Distributors, Inc. Courtney Rowley, Jean is a Certified Financial Planner.
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.
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.
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.
1
2
CA
02/29/2024 - Present
Fidelity Personal AND Workplace Advisors (SEAL BEACH CA)
CA
03/15/2019 - 01/09/2024
CHARLES SCHWAB & CO., INC. (Santa Monica CA)
CA
04/04/2022 - 12/20/2023
TD AMERITRADE, INC. (Santa Monica CA)
CA
07/30/2012 - 03/08/2019
EDWARD JONES (COSTA MESA CA)
CA
02/26/2001 - 01/09/2012
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
BOTH
Issued 08/06/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/07/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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