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COURTNIE ELIZABETH GRAY
COURTNIE ELIZABETH GEISSLER, COURTNIE ELIZABETH NEIN
CRD#: 5427850
IA
B
GOOD LIFE ADVISORS, LLCCRD#: 171898 2395 LANCASTER PIKE
READING, PA 19607
READING, PA 19607
LPL FINANCIAL LLCCRD#: 6413 2395 LANCASTER PIKE
READING, PA 19607
READING, PA 19607
0
Disclosures
17
Years of Experience
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State Registrations
B
Delaware 8/16/2021
B
North Carolina 2/24/2021
B
Florida 7/24/2017
B
Pennsylvania 2/3/2012
B
Kentucky 2/2/2022
IA
Pennsylvania 1/18/2013
B
Maryland 1/5/2018
B
South Carolina 11/9/2023
B
Mississippi 7/21/2022
IA
Texas 1/18/2013
B
Missouri 10/30/2018
B
Virginia 11/5/2013
B
New Jersey 1/5/2018
SRO Registrations
B
View Exams Passed by the individual in the detailed report
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IA
Registered with this firm since 7/16/2014
IA
Registered with this firm since 1/18/2013
B
Registered with this firm since 2/3/2012
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 08/12/2013 - 07/17/2014 | WYOMISSING, PA | |
B | 10/08/2007 - 02/15/2012 | WYOMISSING, PA |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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