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Daniel Robert Kurtz

Pruco Securities, LLC

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About Daniel Robert Kurtz

Daniel Kurtz is a financial advisor at Pruco Securities, LLC. Daniel has been working in the financial services industry since 2013. Daniel holds Series 6, 7, 63, and 65 securities licenses and has earned the Certified Financial Planner designation. Daniel's professional experience includes positions at Ameritas Investment Company, LLC, First Command Brokerage Services, Inc., and First Command Advisory Services. Daniel has been registered with Pruco Securities, LLC since 2024. Daniel is registered to provide investment advisory services in Maryland, Texas, and Virginia.

Firm Information

Daniel Kurtz is currently registered with Pruco Securities, LLC. Pruco Securities, LLC is a Limited Liability Company formed in 2003 and headquartered in Newark, NJ. The firm provides investment advisory services including selection of other advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and trust and estate accounts. Pruco Securities, LLC is registered with the SEC and all 50 states and has over 113,000 accounts under management.
Pruco Securities, LLC

751 BROAD STREET

NEWARK, NJ 07102-3777

$16.38B

Assets Under Management

2,286

Total Clients

3,605

Total Financial Advisors

Services Offered

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.

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selection of other advisors

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Fee Structure

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.

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other

Compensation from lpl enterprise, llc

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Daniel Kurtz’s Registration & Firm History

MD

07/26/2024 - Present

Pruco Securities, LLC (North Bethesda MD)

VA

06/14/2023 - 08/07/2024

AMERITAS INVESTMENT COMPANY, LLC (CENTREVILLE VA)

VA

08/09/2013 - 04/03/2023

FIRST COMMAND BROKERAGE SERVICES, INC. (FAIRFAX VA)

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Licenses & Designations

IA

Issued 08/31/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/21/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2017

Series 7 - General Securities Representative Examination

BC

Issued 08/09/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Robert Kurtz.
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