Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Patrick Miscinski is a registered Investment Advisor Representative associated with Cerity Partners LLC. Kurt has over 20 years of experience in the financial services industry. Kurt's previous employers include Deutsche Bank Securities Inc., Scudder Investor Services, Inc., and Kemper Distributors, Inc. Kurt holds the Series 6, 7, 24 and 63 licenses as well as the Series 65. Kurt is also a licensed Investment Advisor Representative in Illinois and Texas.
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.
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.
Tax services; bill pay
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.
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2
IL
04/22/2010 - Present
Cerity Partners LLC (CHICAGO IL)
NY
10/21/2003 - 09/14/2005
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
01/04/2001 - 10/21/2003
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
IL
06/27/1996 - 01/04/2001
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
IA
Issued 11/02/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2001
Series 24 - General Securities Principal Examination
BC
Issued 04/09/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/21/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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