Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Kurtis is a financial advisor registered with LPL Financial LLC. Chris has been working in the financial services industry since February 1991. Chris has a Series 7, Series 63 and Series 65 license. Chris has held previous registrations with Securities America, Inc., Mitre Group LLC, AIG Financial Advisors, Inc., IDS Life Insurance Company and Ameriprise Financial Services, Inc.. Chris has served clients in Indiana and Texas. Chris has experience providing financial advice to individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Chris also provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
01/22/2024 - Present
LPL Financial LLC (Crown Point IN)
IN
09/22/2008 - 01/24/2024
SECURITIES AMERICA, INC. (CROWN POINT IN)
IN
08/09/2007 - 04/28/2011
MITRE GROUP LLC (CROWN POINT IN)
IN
12/05/2005 - 08/06/2007
AIG FINANCIAL ADVISORS, INC. (CROWN POINT IN)
MN
11/11/1994 - 12/07/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
02/27/1991 - 12/07/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 03/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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