Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Kellison is a financial professional with over 13 years of experience in the financial services industry. Kurt is a Registered Representative and has held the Series 4, 7, and 63 licenses since 2010. Kurt is currently registered with Ziv Investment Co. Kurt is located in Chicago, Illinois and is licensed in several states, including Arizona, Illinois, Kentucky and New York. Ziv Investment Co. is a financial firm serving clients in the Chicago area.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
03/19/2010 - Present
ZIV Investment Co. (CHICAGO IL)
BC
Issued 04/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2017
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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