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Courtney Lee Ter mors

Hantz Financial Services, Inc.

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About Courtney Lee Ter mors

Courtney Lee Ter mors is a registered investment advisor representative with Hantz Financial Services, Inc. located in Marquette, MI. Courtney has been in the financial services industry since January 2004. Courtney holds FINRA Series 6, 7, 63, and 65 licenses as well as the SIE exam. Courtney is registered with the state of Michigan as well as 19 other states. Courtney specializes in financial planning, pension consulting, selection of other advisors and portfolio management for individuals.

Firm Information

Courtney Ter mors is currently registered with Hantz Financial Services, Inc.. Hantz Financial Services, Inc. is a corporation formed in June 1998 and headquartered in Southfield, Michigan. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Hantz Financial Services, Inc. has approximately 6.39 billion dollars in regulatory assets under management across 112,547 accounts, including 281 licensed agents and 297 registered representatives. The firm is registered with the SEC and in all 50 states.
Hantz Financial Services, Inc.

26200 AMERICAN DRIVE

SOUTHFIELD, MI 48034

$6.39B

Assets Under Management

2,701

Total Clients

335

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Courtney Ter mors’s Registration & Firm History

MI

10/27/2011 - Present

Hantz Financial Services, Inc. (MARQUETTE MI)

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Licenses & Designations

IA

Issued 05/19/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/10/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2005

Series 7 - General Securities Representative Examination

BC

Issued 01/27/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Courtney Lee Ter mors.
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