Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Petkovich is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Courtney has been in the financial services industry since 2006 and has a Series 66, Series 7 and SIE license. Courtney is registered to provide financial advice in Ohio. Courtney has experience with PNC Investments and Natcity Investments, Inc. Before joining TIAA-CREF, Courtney worked with PNC Bank, NA.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
MI
04/06/2017 - Present
Tiaa-Cref Individual & Institutional Services, LLC (ANN ARBOR MI)
OH
11/13/2009 - 09/12/2016
PNC INVESTMENTS (CLEVELAND OH)
OH
07/03/2006 - 11/13/2009
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
BOTH
Issued 01/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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