Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kourtney? Claim Your ProfileKourtney Taylor Keeley is a Registered Representative and Investment Adviser Representative at Dimensional Fund Advisors LP, based in Austin, Texas. Kourtney holds the Series 66, Series 7TO, and SIE licenses. Kourtney has been working in the financial industry since 2021 and has worked at Turley, Redmond & Rosasco, LLP and St. Raymond's School. Kourtney's focus is on providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
01/04/2023 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
BOTH
Issued 12/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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