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Courtney Marie Steele

State Farm VP Management Corp.

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About Courtney Marie Steele

Courtney Steele is a financial professional with over 10 years of experience in the financial services industry. Courtney is registered with State Farm VP Management Corp. and holds Series 6 and 63 licenses as well as the SIE exam. Courtney is based in Katy, Texas, and has been serving clients there since 2013.

Firm Information

Courtney Steele is currently registered with State Farm VP Management Corp.. State Farm VP Management Corp. is a corporation formed in 1996 and approved to operate in all 50 states and the District of Columbia. The firm has one approved SEC registration and 51 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

5,459

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Courtney Steele’s Registration & Firm History

TX

02/15/2013 - Present

State Farm VP Management Corp. (Katy TX)

TX

09/06/2012 - 12/31/2012

STATE FARM VP MANAGEMENT CORP. (WEBSTER TX)

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Licenses & Designations

BC

Issued 04/06/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Courtney Marie Steele.
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