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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Walter Kortze is an investment advisor representative with Steward Partners Investment Advisory, LLC. John Walter Kortze has been in the financial services industry since February 1, 1994. John Walter Kortze has a Series 7, Series 31, Series 63, and Series 65 licenses and holds a SIE designation. John Walter Kortze has experience working for Prudential Securities Incorporated, Wells Fargo Clearing Services, LLC, and Raymond James Financial Services, Inc. The advisor is currently registered with the state of Connecticut and has previously been registered with 24 other states. John Walter Kortze's firm manages over $20 billion in assets and primarily focuses on high-net-worth individuals, corporations, and pension plans.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
1
2
CT
07/20/2018 - Present
Steward Partners Investment Advisory, LLC (Newtown CT)
CT
07/19/2018 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEWTOWN CT)
CT
07/01/2003 - 07/24/2018
WELLS FARGO CLEARING SERVICES, LLC (DANBURY CT)
NY
02/02/1994 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/15/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 02/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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