Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Font is a financial advisor with Dynamic Wealth Advisors. Courtney has been in the financial services industry since 2004. Courtney has a Series 7, Series 66, and SIE. Courtney is also a Certified Financial Planner. Courtney has experience working with individual investors, high-net-worth individuals, small businesses, and charitable organizations. Courtney provides a variety of financial planning services, including retirement planning, college savings planning, and estate planning. Courtney is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Model portfolio adviser services for third party program
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.
A percentage of the total value of assets under management is charged.
Asset-based and flat fees for model portfolio adviser services
1
2
MI
01/06/2015 - Present
Dynamic Wealth Advisors (PETOSKY MI)
MI
10/11/2011 - 01/13/2015
LPL FINANCIAL LLC (PETOSKEY MI)
MI
09/15/2009 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (PETOSKEY MI)
MI
10/18/2004 - 08/20/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TRAVERSE CITY MI)
BOTH
Issued 11/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Courtney Font is the right advisor for you? Invested Better is here to help.
