Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Kenneth Blanz is a registered representative with Victory Capital Management Inc. in Moraga, CA. Kurt has been in the financial services industry for over 20 years. He is a licensed investment advisor representative and holds Series 7, 25, 55, 63, and 66 licenses. Prior to joining Victory Capital, Kurt worked at Columbia Management Investment Distributors, Inc., Legg Mason Investor Services, LLC, Citigroup Global Markets Inc., Greentree Brokerage Services, Inc., Pruco Securities Corporation, Salomon Smith Barney Inc., Fleet Securities, Inc., and Spear, Leeds & Kellogg. Kurt specializes in providing investment advice to individuals, corporations, investment companies, and pooled investment vehicles.
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.
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.
Model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
07/28/2015 - Present
Victory Capital Management Inc. (Moraga CA)
MA
09/28/2010 - 06/19/2015
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
CT
12/01/2005 - 09/17/2010
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
NY
04/08/2004 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
PA
08/22/2003 - 03/05/2004
GREENTREE BROKERAGE SERVICES, INC. (PHILADELPHIA PA)
NJ
04/10/2003 - 08/14/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
03/13/2001 - 12/31/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
TX
05/03/1999 - 08/10/2000
FLEET SECURITIES, INC. (DALLAS TX)
NY
02/15/2000 - 06/09/2000
SPEAR, LEEDS & KELLOGG (NEW YORK NY)
BOTH
Issued 04/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/28/1999
Series 25 - NYSE Trading Assistant Examination
BC
Issued 05/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kurt Blanz is the right advisor for you? Invested Better is here to help.
