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 White is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in the Grand Rapids, MI branch office. Courtney has been a registered representative for over 13 years, previously with CHASE INVESTMENT SERVICES CORP. in Grandville, MI. Courtney holds several securities licenses, including Series 6, 7TO, 9, 63 and 66. Courtney specializes in portfolio management for individuals and businesses, and also provides pension consulting and educational seminars. Courtney is registered to provide securities and investment advisory services in 55 states and jurisdictions.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MI
05/15/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GRAND RAPIDS MI)
MI
12/10/2009 - 02/18/2011
CHASE INVESTMENT SERVICES CORP. (GRANDVILLE MI)
BOTH
Issued 05/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/07/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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