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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Courtemanche is a financial advisor at Sanctuary Advisors, LLC. Jeffrey has been in the financial industry since 1994. Jeffrey's experience includes time at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citicorp Investment Services. Jeffrey holds the Series 7, Series 63, and Series 65 licenses. Jeffrey's office is located in Danville, CA.
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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CA
03/06/2020 - Present
Sanctuary Advisors, LLC (Danville CA)
CA
07/31/1996 - 03/09/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
NY
02/21/1996 - 07/09/1996
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
08/13/1993 - 09/26/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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