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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kourtney? Claim Your ProfileKourtney Lyn Clarke is a financial advisor with Fidelity Personal And Workplace Advisors. Kourtney has been in the financial services industry since 2012. Kourtney specializes in providing financial planning, educational seminars, and portfolio management for individuals and businesses. Kourtney holds the Series 7, Series 66, and SIE licenses. Kourtney is registered to provide investment advice in all 50 states, the District of Columbia, and Puerto Rico. Kourtney's previous employers include Wells Fargo Advisors Financial Network, LLC, Morgan Stanley, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kourtney has over 10 years of experience in the financial services industry. Kourtney is committed to providing her clients with the highest level of service and expertise.
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.
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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2
NJ
09/13/2021 - Present
Fidelity Personal AND Workplace Advisors (BRANCHBURG NJ)
NJ
08/01/2019 - 04/29/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WARREN NJ)
NJ
07/18/2016 - 12/20/2018
MORGAN STANLEY (NEW BRUNSWICK NJ)
NJ
12/11/2012 - 07/15/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
BOTH
Issued 05/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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