Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kourtny? Claim Your ProfileKourtny Martin is a financial professional with over a decade of experience in the industry. Kourtny is currently affiliated with U.S. Bancorp Investments, Inc. Kourtny specializes in various areas, including investment advisory, portfolio management, and financial planning. Prior to joining U.S. Bancorp Investments, Inc., Kourtny worked with UNIONBANC INVESTMENT SERVICES, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
03/06/2020 - Present
U.s. Bancorp Investments, Inc. (Downey CA)
CA
09/02/2010 - 04/09/2019
UNIONBANC INVESTMENT SERVICES, LLC (HUNTINGTON BEACH CA)
BC
Issued 10/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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