Unclaimed
Courtney R Hammer is a financial advisor with Edward Jones. Courtney has been in the financial services industry since 2012. Courtney is registered with the Securities and Exchange Commission (SEC) as an investment adviser representative (IAR) and has passed the Series 6, Series 7, and Series 66 exams. In addition to working as an IAR, Courtney also worked at Commodore Perry Federal Credit Union from 2013 to 2019. Courtney provides financial planning, portfolio management, and selection of other advisors.
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
07/31/2024 - Present
Edward Jones (GENOA OH)
OH
05/08/2012 - 04/05/2013
THE HUNTINGTON INVESTMENT COMPANY (GENOA OH)
BOTH
Issued 07/24/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/30/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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