Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Nicole Phelps is a registered representative with PNC Investments. Courtney has been in the financial industry since 2014. She is a registered investment advisor and holds a Series 66, 7, and SIE license. She is licensed to operate in Texas. Courtney has experience working with clients in Texas including those at Wells Fargo Advisors and Wells Fargo Clearing Services.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
08/21/2024 - Present
PNC Investments (COLLEGE STATION TX)
TX
08/04/2022 - 09/05/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BRYAN TX)
TX
08/05/2014 - 08/04/2022
WELLS FARGO CLEARING SERVICES, LLC (BRYAN TX)
BOTH
Issued 09/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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