Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Lyn McCutchan is a financial advisor at Beacon Pointe Advisors, LLC, a firm that provides investment advisory services to a variety of clients, including individuals, businesses, and institutions. Courtney has been a registered representative since 2015 and holds the Series 7 and SIE licenses. She is also a Certified Financial Planner. Courtney's previous experience includes working for MML Investors Services, LLC and Bridge Advisory, LLC. She is committed to providing personalized financial planning and investment management services to her clients.
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.
Strategic management for diversified investment portfolios.
Consulting services
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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CA
10/16/2024 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
CA
11/04/2015 - 02/27/2018
MML INVESTORS SERVICES, LLC (LOS ANGELES CA)
BC
Issued 02/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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