Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curt? Claim Your ProfileCurt Mitchell Biren is a registered investment advisor representative with Kayne Anderson Rudnick Investment Management, LLC. Curt has been in the financial industry since 1996. Curt specializes in providing investment advice and portfolio management services for individuals, businesses, and investment companies. Curt has a broad range of experience in the financial industry, including work with Phoenix Equity Planning Corporation, KA Associates, Inc., and Sanford C. Bernstein & Co., Inc. Curt is also a board member of the Senior Golf Association of Southern California.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
09/12/2003 - Present
Kayne Anderson Rudnick Investment Management, LLC (LOS ANGELES CA)
CA
06/16/2005 - 09/28/2005
KA ASSOCIATES, INC. (LOS ANGELES CA)
CT
07/09/2002 - 06/14/2005
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CA
03/23/1999 - 08/27/2002
KA ASSOCIATES, INC. (LOS ANGELES CA)
NY
05/28/1996 - 02/23/1999
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 05/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 04/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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