Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Michael Courtney is a registered investment advisor representative in Kansas. William has been in the industry since 1987, working at various firms including Waddell & Reed, Dean Witter Reynolds, and American Express Financial Advisors. William joined FCI Advisors in 2000 and has been providing financial advice to clients ever since. William specializes in providing investment advice to individuals, businesses, and investment companies. FCI Advisors is a firm that provides financial planning, asset allocation, and portfolio management services.
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.
Strategic management for diversified investment portfolios.
Asset allocation services
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.
1
2
KS
11/30/2000 - Present
FCI Advisors (OVERLAND PARK KS)
NA
04/13/1993 - 10/19/1993
CORPORATE NETWORK BROKERAGE SERVICES, INC.
NA
05/22/1990 - 08/01/1991
DEAN WITTER REYNOLDS INC.
NA
05/22/1990 - 07/30/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
05/22/1990 - 07/30/1990
IDS LIFE INSURANCE COMPANY
NA
06/26/1987 - 10/09/1987
WADDELL & REED, INC.
IA
Issued 11/24/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
BC
Issued 07/07/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/25/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure William Courtney is the right advisor for you? Invested Better is here to help.
