Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Lynn Chatfield is a registered representative with Raymond James Financial Services Advisors, Inc. in North Richland Hills, Texas. Courtney has been in the financial services industry since August 28, 1991. Courtney has experience with Edward D. Jones & Co., L.P., American Express Financial Advisors Inc. and IDS Life Insurance Company. Courtney holds Series 7, Series 24, Series 51, and Series 63 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.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TX
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (North Richland Hills TX)
MO
02/07/1995 - 11/02/1998
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
MN
08/29/1991 - 03/09/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/29/1991 - 03/09/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
02/07/1992 - 12/31/1994
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
BC
Issued 09/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/29/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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