Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Steckler is a financial advisor registered with Truist Securities, Inc. and Truist Investment Services, Inc. Courtney has been in the financial services industry since 1999 and has experience in providing investment advice to individuals and businesses. Courtney holds the Series 7, 99TO and SIE licenses, and the Series 24 principal license. Courtney is registered in Alabama and North Carolina.
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.
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.
1
2
NC
03/18/2024 - Present
Truist Securities, Inc. (CHARLOTTE NC)
NC
11/25/2014 - 02/17/2021
BB&T SECURITIES, LLC (CHARLOTTE NC)
NC
04/04/2006 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
02/24/2006 - 04/27/2006
HARRISDIRECT LLC (CHARLOTTE NC)
NJ
10/04/1999 - 12/31/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
BC
Issued 12/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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