Unclaimed
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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