Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Wasowicz is a financial advisor registered with Cetera Investment Advisers LLC. Courtney has been in the industry since March 2018 and is currently registered with the state of Minnesota and Wisconsin. Courtney also previously worked at Securian Financial Services, Inc. Courtney holds the Series 66, 7, 24, and SIE exams. Courtney specializes in providing financial planning, pension consulting, and educational seminars. Courtney works with a variety of clients including individuals, corporations, and charitable organizations. Courtney also works with clients who are seeking portfolio management for businesses and individuals.
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.
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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2
MN
09/12/2023 - Present
Cetera Investment Advisers LLC (SAINT PAUL MN)
MN
03/30/2018 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
BOTH
Issued 03/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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