Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Courtney is a financial advisor at The Huntington Investment Co. Samuel is registered with the state of Michigan as both a broker and an investment advisor representative. Samuel has been in the industry since 2019 and has experience providing investment advice to individuals, corporations, and charitable organizations. Samuel holds the Series 7, 63, and 65 licenses. Samuel has also completed the Securities Industry Essentials Examination (SIE).
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.
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.
1
2
MI
12/21/2021 - Present
THE Huntington Investment Co. (TROY MI)
IA
Issued 12/16/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/30/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Samuel Courtney is the right advisor for you? Invested Better is here to help.
