Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred Aaron Kurtz is a financial advisor with Edward Jones and has been in the industry since June 1, 1999. Fred has been registered with Edward Jones since January 2004. Fred holds licenses in Pennsylvania and Texas. Prior to joining Edward Jones, Fred was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS PaineWebber Inc. Fred specializes in a variety of financial products and services for individuals, businesses, trusts and retirement plans. Fred is committed to providing his clients with personalized financial advice and guidance.
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.
See schedule d - miscellaneous
1
2
PA
02/12/2025 - Present
Edward Jones (NEWTOWN PA)
NY
03/14/2001 - 11/05/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
03/18/1999 - 03/13/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 04/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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