Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Michael Kurt is a registered representative with J.p. Morgan Securities LLC. Alan has been in the industry since January 29, 2007, and holds a Series 7, Series 66, and SIE license. Alan has been registered with J.p. Morgan Securities LLC since October 1, 2012 and has held prior registrations with UBS Financial Services Inc. and Chase Investment Services Corp. Alan's specializations include securities, investment advisory, and other financial products.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
02/22/2022 - Present
J.p. Morgan Securities LLC (Chicago IL)
IL
12/03/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HIGHLAND PARK IL)
IL
05/22/2007 - 01/27/2009
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IL
02/15/2005 - 04/12/2006
ROSENTHAL GLOBAL SECURITIES LLC (CHICAGO IL)
BOTH
Issued 06/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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