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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Kurzer is a registered Investment Advisor Representative with Raymond James & Associates, Inc. Kenneth has been in the industry since 1991 and holds the Series 65 license. He is a partner at The Kurzer Group LLC, a CPA firm. Kenneth is based in Montville, New Jersey and has been registered with the state of New Jersey since 2020.
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.
Please see note in schedule d - miscellaneous
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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NJ
07/27/2020 - Present
Raymond James & Associates, Inc. (MONTVILLE NJ)
IA
Issued 06/10/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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