Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Rapa is an investment advisor representative with Sanctuary Advisors, LLC. Courtney has been in the industry since December 2009. Courtney holds a Series 66, SIE, and Series 7 license. Courtney has experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Advisors Financial Network, LLC, and is currently registered in 28 states and the District of Columbia. Courtney specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
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
IN
04/30/2021 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
CA
03/14/2017 - 05/03/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
CA
02/28/2014 - 01/12/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WALNUT CREEK CA)
CA
10/05/2009 - 03/03/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
BOTH
Issued 07/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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