Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Jasin is a registered investment advisor representative with alliancebernstein LP. Kurt has been in the industry since August 2021. Kurt holds the Series 66, Series 7TO and SIE licenses. Kurt is registered in 12 states and the District of Columbia. Kurt is a registered representative with FINRA and has a total of 10 approved state registrations, 2 approved Investment Advisor state registrations and 1 approved SRO registration. Kurt has experience with insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities and sovereign wealth funds and foreign official institutions.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
05/25/2023 - Present
Alliancebernstein LP (Los Angeles CA)
BOTH
Issued 08/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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