Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cary? Claim Your ProfileCary Kortze is an investment advisor representative with Steward Partners Investment Advisory, LLC. Cary has been in the financial services industry since May 11, 2000. Cary is licensed in 25 states and holds the Series 7, Series 63, and Series 65 licenses. Kortze is a financial advisor specializing in retirement, wealth management, and estate planning. Cary has experience working with individuals, families, and small businesses. Cary is also a registered representative with Raymond James Financial Services, Inc. Cary is committed to providing his clients with personalized financial advice and strategies that are tailored to their individual needs and goals.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CT
07/20/2018 - Present
Steward Partners Investment Advisory, LLC (Newtown CT)
CT
07/19/2018 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEWTOWN CT)
CT
07/01/2003 - 07/24/2018
WELLS FARGO CLEARING SERVICES, LLC (DANBURY CT)
NY
05/12/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 5/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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