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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danajette? Claim Your ProfileDanajette Kurtz is an investment advisor representative who has been working in the industry since January 5, 2009. Danajette Kurtz is currently registered with Wedbush Securities Inc. and has been with them since September 10, 2020. Previously, Danajette Kurtz was registered with WELLS FARGO CLEARING SERVICES, LLC from May 19, 2009, to September 11, 2020. Danajette Kurtz is licensed in several states, including California, Colorado, Connecticut, Delaware, Florida, Idaho, Maine, Maryland, Nebraska, Nevada, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, South Carolina, South Dakota, Texas, Virginia, and Washington. Danajette Kurtz is a member of the Bailey & Quinn Financial Consulting Group.
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.
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
PA
09/10/2020 - Present
Wedbush Securities Inc. (RADNOR PA)
PA
05/19/2009 - 09/11/2020
WELLS FARGO CLEARING SERVICES, LLC (RADNOR PA)
PA
07/08/2008 - 11/17/2008
CITIGROUP GLOBAL MARKETS INC. (WEST CONSHOHOCKEN PA)
BOTH
Issued 09/14/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/14/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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