Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Marie Turner is a registered investment advisor representative with Orion Portfolio Solutions, LLC. Courtney has been in the industry since July 2013. Courtney holds Series 7, Series 63, Series 66, and SIE licenses. Courtney has experience with a variety of firms, including W&S Brokerage Services, Inc., Edward Jones, Fidelity Brokerage Services LLC and Brinker Capital Securities, LLC. Courtney's previous experience includes working with clients in Ohio and Kentucky. Courtney's current focus is working with clients at the Omaha branch of Orion Portfolio Solutions, LLC.
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.
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.
Portfolio management for educational savings & able plans
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NE
07/07/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
OH
01/28/2015 - 04/08/2016
W&S BROKERAGE SERVICES, INC. (CINCINNATI OH)
KY
09/20/2013 - 12/03/2014
EDWARD JONES (PARK HILLS KY)
KY
09/03/2012 - 08/06/2013
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 03/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/08/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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