Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Richard Schliemann is an investment advisor representative with Painted Porch Advisors LLC, located in SANTA BARBARA, CA. Kurt has been in the financial industry since 2000 and holds a variety of licenses and certifications, including Series 63, Series 65, Series 7, Series 3, Series 4, and Series 24. Kurt has previously worked at J.P. Morgan Securities LLC and ITG INC.. Kurt is an experienced investment advisor who is dedicated to providing clients with personalized financial advice.
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.
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.
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CA
03/03/2022 - Present
Painted Porch Advisors LLC (SANTA BARBARA CA)
CA
05/29/2012 - 03/02/2017
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
CA
10/23/2000 - 05/29/2012
ITG INC. (SAN FRANCISCO CA)
IA
Issued 08/30/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2009
Series 4 - Registered Options Principal Examination
BC
Issued 08/02/2004
Series 24 - General Securities Principal Examination
BC
Issued 03/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2007
Series 3 - National Commodity Futures Examination
BC
Issued 11/06/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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