Unclaimed
Kurt Joseph Lawn has been in the financial industry since 1998. Kurt is currently registered with Avantax Investment Services, Inc. as a registered representative. Kurt has been a registered representative with the firm since 2016 and works in the Absecon, NJ branch. Prior to that, Kurt was registered with Royal Alliance Associates, Inc., Investment Advisors & Consultants, Inc. and TFS Securities, Inc. Kurt is licensed in Florida, New Jersey, and Pennsylvania.
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.
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.
1
2
NJ
11/22/2016 - Present
Avantax Investment Services, Inc. (Absecon NJ)
NJ
11/29/2006 - 11/02/2016
ROYAL ALLIANCE ASSOCIATES, INC. (ABSECON NJ)
NJ
01/02/2004 - 12/04/2006
INVESTMENT ADVISORS & CONSULTANTS, INC. (ABSECON NJ)
NJ
06/30/1998 - 11/26/2003
TFS SECURITIES, INC. (LINCROFT NJ)
BC
Issued 05/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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