Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Wood is a financial advisor with over 10 years of experience in the industry. Courtney is currently registered with LPL Financial LLC and has a Series 66, Series 7 and SIE license. Courtney was previously registered with Morgan Stanley and Waddell & Reed, Inc. and has experience providing financial advice to individuals, high net worth individuals, businesses, corporations, pension and profit sharing plans, charitable organizations, and investment clubs. Courtney is passionate about helping clients achieve their financial goals and is committed to providing personalized service.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
06/04/2014 - Present
LPL Financial LLC (RICHLAND WA)
WA
09/06/2011 - 04/24/2014
MORGAN STANLEY (KENNEWICK WA)
WA
08/15/2008 - 08/23/2011
WADDELL & REED, INC. (KENNEWICK WA)
BOTH
Issued 09/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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