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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Vojdani is an investment advisor representative at MV Capital Management, Inc. in Bethesda, Maryland. Courtney has been with MV Capital Management, Inc. since August 2010 and has been registered with the state of Maryland since August 2012. Courtney is licensed to provide financial planning and portfolio management services. Courtney's firm specializes in serving high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
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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MD
08/13/2012 - Present
MV Capital Management, Inc. (BETHESDA MD)
IA
Issued 08/11/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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