Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Neben-Davis is a financial advisor at Schwab Wealth Advisory, Inc. Courtney has been in the industry since 2000 and has a wide range of experience working with individual clients and businesses. Courtney is also a Certified Financial Planner. Prior to joining Schwab Wealth Advisory, Inc., Courtney worked at Mutual Securities, Inc., Sagepoint Financial, Inc. and Janus Distributors 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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
05/02/2024 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
CO
07/20/2009 - 09/28/2012
MUTUAL SECURITIES, INC. (HIGHLANDS RANCH CO)
CO
08/12/2008 - 07/08/2009
SAGEPOINT FINANCIAL, INC. (HIGHLANDS RANCH CO)
CO
02/29/2000 - 08/07/2008
JANUS DISTRIBUTORS LLC (DENVER CO)
BOTH
Issued 12/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/06/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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