Unclaimed
Courtney Lynn Clarke is an investment advisor representative with PMA Asset Management, LLC. Courtney has been in the securities industry since October 2005 and holds the Series 65 and Series 7 licenses. Courtney is registered in Iowa and has experience advising high-net-worth individuals, insurance companies, investment companies, charitable organizations, and other investment advisors. Courtney is also the Mayor of Waukee, Iowa and serves on the board of the Iowa Child Advocacy Board.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IA
09/30/2020 - Present
PMA Asset Management, LLC (West Des Moines IA)
IL
10/11/2005 - 01/12/2006
AMCORE INVESTMENT SERVICES, INC (ROCKFORD IL)
IA
Issued 09/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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