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MC

Michael A. Courte

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CRD#: 1150210
MC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Arthurray Courte, who also goes by Michael A Courte, Michael Arthur Ray Courte, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1983. Michael had worked at 8 firms and has passed the Series 63, Series 7, Series 22 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael A Courte | Michael Arthur Ray Courte

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 8, 2001 - October 19, 2010

CFPS, INC.

RIA
CRD#: 124022
WASHINGTON, MO
Past

July 23, 1996 - June 30, 2014

CENTURION SECURITIES CORPORATION

BD
CRD#: 40405
WASHINGTON, MO
Past

January 19, 1995 - July 24, 1996

VSR FINANCIAL SERVICES, INC.

BD
CRD#: 14503
OVERLAND PARK, KS
Past

August 3, 1994 - January 18, 1995

CAPITAL SECURITIES OF AMERICA, INC.

BD
CRD#: 36405
HARTVILLE, OH
Past

September 16, 1993 - July 29, 1994

OSAIC WEALTH, INC.

BD
CRD#: 23131
JERSEY CITY, NJ
Past

June 9, 1989 - October 15, 1993

M. E. METZLER ORGANIZATION, INC.

BD
CRD#: 7418
Past

November 9, 1983 - September 18, 1986

AMERICAN CAPITAL EQUITIES, INC.

BD
CRD#: 13272
Past

June 19, 1983 - July 22, 1989

AETNA LIFE INSURANCE AND ANNUITY COMPANY

BD
CRD#: 13256
HARTFORD, CT

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/19/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CI
CFPS, INC.
CFPS, INC. | CFPS,INC.

CRD#: 124022 / SEC#:

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Contact information


Main Address
319 Lafayette Street, Washington, MO 63090
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CFPS, INC.

CRD#: 124022

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