Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Ryan Mass is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Rolling Meadows, Illinois. Kurt has been working in the financial services industry since 2006. He specializes in providing investment advice to individuals and businesses. Kurt is registered with the Securities and Exchange Commission (SEC) and with the state of Illinois and Texas. He has a strong background in securities and commodities trading. Kurt holds several industry licenses, including Series 7, 3, and 66. Kurt is committed to providing clients with personalized financial advice and guidance. He has extensive experience in developing investment strategies, managing risk, and helping clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
07/27/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ROLLING MEADOWS IL)
IL
04/18/2013 - 12/02/2015
COUNTRY CAPITAL MANAGEMENT COMPANY (PARK RIDGE IL)
IL
07/09/2008 - 04/12/2013
METLIFE SECURITIES INC. (OAK BROOK IL)
IL
11/06/2006 - 07/10/2008
SIGNATOR INVESTORS, INC. (ROSEMONT IL)
BOTH
Issued 12/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1994
Series 3 - National Commodity Futures Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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