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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Royer is a financial advisor with Cetera Investment Advisers LLC, a registered investment advisor. Kurt Royer has been in the financial services industry since 2011 and has a Series 6, 7, 24, 26, 63, and 65 licenses. Kurt Royer is registered in Colorado, Illinois, Indiana, Montana, New Mexico, Texas, Vermont, Virginia, and Wisconsin. Kurt Royer provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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2
IL
04/22/2022 - Present
Cetera Investment Advisers LLC (LOMBARD IL)
IL
09/22/2011 - 06/21/2019
FORESTERS FINANCIAL SERVICES, INC. (LOMBARD IL)
IA
Issued 01/24/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2022
Series 24 - General Securities Principal Examination
BC
Issued 09/30/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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