Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Abitz is a registered representative with Charles Schwab & Co., Inc. in Huntington Station, NY. Kurt has been in the securities industry since May 2016. He is registered with the state of New York and has a Series 66, Series 7, and SIE license. Kurt has previously worked with Fidelity Brokerage Services LLC and TD Ameritrade, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NY
06/27/2023 - Present
Charles Schwab & CO., Inc. (Huntington Station NY)
NY
12/12/2019 - 05/24/2023
FIDELITY BROKERAGE SERVICES LLC (ROSLYN NY)
NY
03/06/2018 - 12/13/2019
TD AMERITRADE, INC. (GARDEN CITY NY)
NY
04/27/2016 - 03/05/2018
AXA ADVISORS, LLC (WOODBURY NY)
BOTH
Issued 07/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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