Unclaimed
Courtney Ward Marshall is a financial professional who has been in the industry since June 2018. Courtney is registered with Allstate Financial Services, LLC and is licensed in Illinois. Courtney has passed the Series 6, Series 63 and the SIE exams. Courtney currently works from the Kewanee, Illinois office of Allstate Financial Services, LLC.
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.
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2
IL
06/25/2018 - Present
Allstate Financial Services, LLC (KEWANEE IL)
BC
Issued 04/18/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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