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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tammy? Claim Your ProfileTammy Lynn Courtney is a financial advisor with The Colony Group, LLC. Tammy has been in the financial services industry since 2009 and is a Certified Financial Planner. Tammy has a Series 7, 63 and 65 licenses and is registered with the state of Missouri and Texas. Tammy previously worked at MORGAN KEEGAN & COMPANY, INC. and has experience working with clients in the high net worth, pooled investment vehicles, charitable organizations, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, state or municipal government entities and other investment advisors categories.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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MO
07/01/2024 - Present
THE Colony Group, LLC (ST LOUIS MO)
MO
06/09/2009 - 08/16/2010
MORGAN KEEGAN & COMPANY, INC. (ST. LOUIS MO)
BC
Issued 09/14/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/15/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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