Cortny Surber (CRD# 6909879) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Omaha, NE and has over 5 years of experience in the finance industry.
CRD# 4758589
Equitable Advisors, LLC
CRD# 4725919
Ameriprise Financial Services, LLC
CRD# 2619340
Mutual Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab And Company, Inc. | Omaha, NE | Dec 2022 - Current | 1 |
| Club Pilates | Omaha, NE | Aug 2018 - Current | 6 |
| Td Ameritrade | Omaha, NE | Feb 2018 - Dec 2022 | 4 |
| National Electrical Contractors Association - Nebraska Chapter | Omaha, NE | Sep 2017 - Oct 2018 | 1 |
| Unemployed | Omaha, NE | Jun 2017 - Sep 2017 | < 1 |
| Freedom Enterprises Llc (scooter's Coffee) | Omaha, NE | Sep 2015 - Jun 2017 | 1 |
| Executive Technologies, Inc. | Sioux City, IA | May 2015 - Dec 2015 | < 1 |
| University Of Nebraska - Omaha | Omaha, NE | Dec 2014 - May 2015 | < 1 |
| Hollister | Omaha, NE | Sep 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- NE
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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