Summary

Courtney, based in Pasadena, has been a member since 2015.

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Skills

  • Asset Allocation
  • Asset Managment
  • Financial Advisory
  • Financial Analysis
  • Financial Services
  • FINRA
  • Investment Advisory
  • Investments
  • Mutual Funds
  • Options
  • Retirement Planning
  • Securities
  • Series 63
  • Series 7
  • Trading
  • Wealth Management