Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Neumeier is a financial advisor at Edward Jones, a firm with a focus on providing financial services to individuals, families, and businesses. Courtney is registered with both FINRA and the states of Ohio and Texas. Courtney has a background in the industry, having been with Edward Jones since July 2022, and possesses the Series 7TO and SIE licenses. Courtney offers financial planning, pension consulting, and selection of other advisors to clients.
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.
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.
See schedule d - miscellaneous
1
2
OH
01/08/2025 - Present
Edward Jones (LIMA OH)
BC
Issued 07/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/01/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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