Unclaimed
Courtney Stutts Huge is a financial advisor with Wealth Enhancement Advisory Services, LLC. Courtney has been in the financial services industry since 2016. Courtney holds the Series 7, Series 63, and SIE licenses. Courtney is also a CERTIFIED FINANCIAL PLANNER™. Courtney specializes in providing financial advice to individuals, high-net-worth individuals, corporations, pension and profit sharing plans, 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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
NC
12/01/2021 - Present
Wealth Enhancement Advisory Services, LLC (Charlotte NC)
NC
09/30/2016 - 12/03/2021
CETERA ADVISOR NETWORKS LLC (CHARLOTTE NC)
BC
Issued 11/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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