Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Zoe Holt is a financial advisor with over 14 years of experience in the financial services industry. Courtney is registered with Schwab Wealth Advisory, Inc. and has an active registration with the Securities and Exchange Commission (SEC) and FINRA. Courtney has a Series 6, 7, and 63 license, as well as a Series 65 license. Courtney is also registered as an investment advisor in multiple states. Prior to joining Schwab Wealth Advisory, Inc., Courtney worked as a financial advisor at Transamerica Capital, Inc. Courtney has a wide range of experience in providing financial advice to individual clients.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
CO
11/29/2022 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
CO
09/26/2008 - 06/20/2016
TRANSAMERICA CAPITAL, INC. (DENVER CO)
IA
Issued 9/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2010
Series 7 - General Securities Representative Examination
BC
Issued 9/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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