Courtney Iassogna (CRD# 6633481) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westport, CT and has over 5 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services | Westport, CT | May 2018 - Current | 5 |
| Mml Investors Services | Shelton, CT | Jul 2017 - May 2018 | < 1 |
| Massachusetts Mutual Life Insurance Company | Shelton, CT | Jul 2016 - May 2018 | 1 |
| Barnum Financial Group | Shelton, CT | Jun 2015 - May 2018 | 2 |
| Southern Ct University | New Haven, CT | Sep 2013 - May 2016 | 2 |
| Dantes Restaurant | Stratford, CT | Oct 2014 - Mar 2016 | 1 |
| Tazza Osteria | Fairfield, CT | Jul 2014 - Mar 2015 | < 1 |
| Shop Rite | Shelton, CT | May 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2018 |
- CT
-
Total Assets Under Management702,387MILLIONS
-
Total Number of Accounts1,093,486ACCOUNTS
-
Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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