Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kate? Claim Your ProfileKate Kurz is an investment advisor representative at Manhattan West Asset Management, LLC in LOS ANGELES, CA. Kate has been in the industry since 2002. Kate is a licensed investment advisor representative in California. Kate has worked at a number of other firms, including J.P. Morgan Securities LLC, RBC Capital Markets, LLC, Deutsche Bank Securities Inc., Banc of America Investment Services, Inc. and Lehman Brothers Inc.. Kate has a strong track record of success in the financial services industry.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
06/01/2016 - Present
Manhattan West Asset Management, LLC (LOS ANGELES CA)
CA
12/16/2011 - 06/07/2016
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
CA
06/10/2009 - 12/22/2011
RBC CAPITAL MARKETS, LLC (BEVERLY HILLS CA)
CA
06/16/2005 - 06/23/2009
DEUTSCHE BANK SECURITIES INC. (LOS ANGELES CA)
MA
04/06/2004 - 06/15/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
11/12/2002 - 03/30/2004
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 03/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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