Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Cretors is an investment advisor representative with Avior Wealth Management, LLC. Kurt is registered with the state of Arizona and has been in the industry since 2005. Kurt has a Series 65 license and specializes in providing financial planning and investment management services to individuals, businesses, and charitable organizations. Kurt is also the owner and managing member of Optimized Business Transitions, LLC, a business that specializes in assisting business owners with understanding their options for business transition.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment 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.
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AZ
05/25/2023 - Present
Avior Wealth Management, LLC (SCOTTSDALE AZ)
IA
Issued 05/25/2005
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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