Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Knoess is a financial advisor with M Holdings Securities, Inc. Kurt has been in the industry since December 2014. Kurt has a broad range of experience in advising individuals, businesses, and retirement plans. Kurt is registered to provide investment advice in 53 states and the District of Columbia. Kurt has passed several industry exams including Series 6, 7, 24, 51 and 63. Kurt is also a professional disc golfer and competes in tournaments around the country.
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
OR
11/23/2021 - Present
M Holdings Securities, Inc. (PORTLAND OR)
NY
09/23/2019 - 10/28/2021
MML INVESTORS SERVICES, LLC (AMHERST NY)
NY
09/22/2014 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (CHEEKTOWAGA NY)
NY
07/03/2014 - 08/07/2014
FIRST INVESTORS CORPORATION (CHEEKTOWAGA NY)
IA
Issued 08/06/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/14/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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