Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney May Walker is a financial advisor with Fidelity Personal And Workplace Advisors in Jacksonville, FL. Courtney has been in the industry since December 4, 2017. She is registered with the state of Florida as a Registered Representative and Investment Advisor Representative. Courtney holds Series 7 and Series 66 licenses and is also a SIE exam holder. In addition to her work with Fidelity Personal And Workplace Advisors, Courtney is also the sole proprietor of The weird collection and manager/owner of C Dub Properties, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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.
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2
FL
10/27/2020 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
11/02/2017 - 09/09/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 02/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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