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 Jaeger is a financial advisor with TPG Capital BD, LLC. Courtney has been in the financial industry since January 22, 2021 and holds FINRA Series 7, 7TO, 63, and 66 licenses. Courtney also holds a SIE license. Courtney's current employment with TPG Capital BD, LLC began on December 8, 2023. Prior to that, Courtney was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Courtney is registered in 46 states to sell securities.
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.
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TX
12/08/2023 - Present
TPG Capital BD, LLC (FORT WORTH TX)
NY
11/02/2016 - 09/16/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 12/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/21/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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