Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney L. Carlson is a registered representative with T. Rowe Price Investment Services, Inc. Courtney has been in the securities industry since June 2024. Courtney is registered to provide securities-related services in 53 states and the District of Columbia. Courtney holds the Series 63, Series 7TO, and SIE licenses.
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
CO
06/03/2024 - Present
T. Rowe Price Investment Services, Inc. (COLORADO SPRINGS CO)
BC
Issued 06/05/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Courtney Carlson is the right advisor for you? Invested Better is here to help.
