Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Paige Pregler is an Investment Advisor Representative at Tolleson Private Wealth Management. Courtney is a registered representative with a focus on Portfolio Management for Individuals and Pooled Investment Vehicles. Courtney has been in the industry since 2010 and is a registered representative with Tolleson Private Wealth Management.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Investment due diligence and monitoring
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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TX
08/27/2015 - Present
Tolleson Private Wealth Management (DALLAS TX)
TX
12/06/2010 - 11/01/2013
ARGENTUS SECURITIES, LLC (DALLAS TX)
BOTH
Issued 03/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/01/2011
Series 4 - Registered Options Principal Examination
BC
Issued 06/07/2011
Series 24 - General Securities Principal Examination
BC
Issued 12/03/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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