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Kurt Rezaee Harrison

Sunstreet Securities, LLC

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About Kurt Rezaee Harrison

Kurt Harrison is a financial advisor with over 25 years of experience in the securities industry. Kurt currently works at Sunstreet Securities, LLC in Avondale, AZ. Kurt has worked with several firms over the years and has experience working with both high net worth individuals and individuals other than high net worth. Kurt offers financial planning, portfolio management for individuals, and selection of other advisors. Kurt is registered with FINRA and the state of California.

Firm Information

Kurt Harrison is currently registered with Sunstreet Securities, LLC. Sunstreet Securities, LLC is a Limited Liability Company formed in January 2006. Headquartered in [Main Office Address], the firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. Sunstreet Securities, LLC is registered with the SEC and in 38 states.

$5.70M

Assets Under Management

51

Total Clients

17

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees from tpas

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Kurt Harrison’s Registration & Firm History

AZ

02/11/2016 - Present

Sunstreet Securities, LLC (AVONDALE AZ)

CA

08/21/2002 - 12/31/2015

1ST DISCOUNT BROKERAGE, INC. (SAN MATEO CA)

CA

06/25/1998 - 08/21/2002

ACUMENT SECURITIES, INC. (SAN FRANCISCO CA)

CA

05/08/1997 - 06/09/1998

THE HERITAGE GROUP, INC. (SAN FRANCISCO CA)

CA

04/07/1989 - 04/17/1997

INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 04/25/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/05/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kurt Rezaee Harrison. Review regulatory record here.
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