Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt John Reif is a financial advisor with over 40 years of experience in the financial services industry. Kurt is currently registered with Osaic Wealth, Inc., a registered investment advisor, where Kurt provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Kurt is also registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative and has licenses to sell securities in multiple states. Kurt holds several industry certifications, including the Series 63, Series 65, and Series 24 exams.
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.
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.
1
2
IL
01/24/2025 - Present
Osaic Wealth, Inc. (ARLINGTON HEIGHTS IL)
NA
08/09/1979 - 11/15/1981
JOHN HANCOCK DISTRIBUTORS, INC.
NA
08/09/1979 - 11/15/1981
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
IA
Issued 08/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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