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 has been registered as a broker-dealer and investment advisor in over 50 states. She is currently employed at Schwab Wealth Advisory, Inc. Courtney previously worked at Transamerica Capital, Inc. in Denver, CO. She holds Series 6, 7, 63 and 65 licenses.
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 09/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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