Courtney HalaszCRD Number: 6311929
Current Firm: Wells Fargo Clearing Services, LLC
Courtney Halasz (CRD# 6311929) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Red Bank, NJ and has over 4 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ameriprise Financial Services, LLC
|Wells Fargo Clearing Services, LLC||Red Bank, NJ||Nov 2016 - Current||5|
|Wells Fargo Advisors, LLC||Red Bank, NJ||Sep 2016 - Nov 2016||< 1|
|Merrill Lynch/bank Of America||Red Bank, NJ||Mar 2014 - Sep 2016||2|
|Monmouth University||West Long Branch, NJ||Sep 2012 - May 2016||3|
|Wawa Inc.||Jackson, NJ||Mar 2011 - Jul 2013||2|
|Monsignor Donovan High School||Toms River, NJ||Sep 2008 - Jun 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2017|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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