Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Kerester is a registered representative with The Ayco Company, LP. Courtney has been working in the financial industry since 2012. Courtney is licensed in Florida and has a Series 66 license. Courtney has experience at several firms, including Goldman Sachs, Daiwa Capital Markets, Weitz and Luxenberg, Law Offices of Jeffrey Lichtman, and Hayword Finesse. Courtney specializes in retirement planning, college savings plans, and estate planning.
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.
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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FL
10/22/2024 - Present
THE Ayco Company, LP (MIAMI FL)
Active
Inactive
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