Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Kurtz is an investment advisor representative at Valley Forge Investment Consultants, Inc. Charles has been in the industry since 1991. Charles is registered with the state of Pennsylvania. Charles has passed Series 63, 65, 7, 24 and SIE exams. Valley Forge Investment Consultants, Inc. is an SEC registered investment adviser located in Audubon, Pennsylvania. The firm offers financial planning, pension consulting, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
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
PA
03/22/2002 - Present
Valley Forge Investment Consultants, Inc. (AUDUBON PA)
OR
06/28/2013 - 12/20/2019
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
PA
07/07/2000 - 06/28/2013
VFIC SECURITIES, INC. (EPHRATA PA)
PA
04/05/1999 - 10/05/2000
CMS INVESTMENT RESOURCES, INC. (WYNNEWOOD PA)
CA
06/04/1997 - 04/01/1999
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
PA
11/26/1991 - 04/25/1997
HOPPER SOLIDAY & CO., INC. (LANCASTER PA)
IA
Issued 01/08/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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