Courtney Steckiel is a CFP-designated registered investment advisor, based in Rome, PA, with 15 years of industry experience.
Location
926 Main Street, Suite B, Rome, PA, 18837
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Courtney is a registered associate at JP Financial, assisting with client-related activities and compliance. This takes about half of Courtney's time.
Employment History
Current Registrations
Raymond James Financial Services, INC.
October 2017 - Present · 8 yrs 7 mos
Raymond James Financial Services Advisors, INC
October 2017 - Present · 8 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2017 - Present · 8 yrs 7 mos
Previous Registrations
LPL Financial LLC
October 2011 - January 2017 · 5 yrs 3 mos
LPL Financial LLCBroker
October 2011 - January 2017 · 5 yrs 3 mos
Uvest Financial Services Group, INC.
July 2010 - October 2011 · 1 yr 3 mos
Uvest Financial Services Group, INC.Broker
April 2010 - October 2011 · 1 yr 6 mos
State Registrations13 states
CODEFLKSKYMTNCNJNYPASCTXVA
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You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.