Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Ro is a financial advisor with LPL Financial LLC. Kurt has been in the financial services industry for 10 years. Kurt has a Series 7, Series 66 and SIE. Kurt is registered to provide investment advice in 34 states. Kurt Ro is also registered to provide investment advice in Illinois and Texas. Kurt Ro is committed to providing clients with personalized financial advice to help them achieve their financial goals. Kurt's prior experience includes positions at Thrivent Investment Management Inc., Citizens Securities, Inc. and FCM Travel Solutions.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
02/04/2025 - Present
LPL Financial LLC (CHICAGO IL)
PA
09/09/2021 - 11/02/2023
CITIZENS SECURITIES, INC. (PHILADELPHIA PA)
PA
08/01/2019 - 07/23/2021
THRIVENT INVESTMENT MANAGEMENT INC. (Philadelphia PA)
BOTH
Issued 08/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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