linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kurt Stephen Guinn

Slavic Mutual Funds Management Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kurt? Claim Your Profile

About Kurt Stephen Guinn

Kurt Stephen Guinn is an investment advisor representative with Slavic Mutual Funds Management Corp. Kurt has been in the financial industry since 2000. Kurt Stephen Guinn is also registered as an investment advisor in Florida. Kurt Stephen Guinn has passed the Uniform Investment Adviser Law Examination, the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination. Kurt Stephen Guinn was previously employed by Slavic Investment Corporation. Kurt Stephen Guinn specializes in Retirement, College Savings and Estate Planning.

Firm Information

Kurt Guinn is currently registered with Slavic Mutual Funds Management Corp.. Slavic Mutual Funds Management Corp. is a Boca Raton, Florida-based investment advisor with approximately $1 billion to $10 billion in assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, and other clients. Slavic Mutual Funds Management Corp. participates in wrap fee programs.
Slavic Mutual Funds Management Corp.

1075 BROKEN SOUND PARKWAY NW

BOCA RATON, FL 33487-3540

$5.59B

Assets Under Management

Not reported

Total Clients

11

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kurt Guinn’s Registration & Firm History

FL

04/17/2013 - Present

Slavic Mutual Funds Management Corp. (BOCA RATON FL)

FL

08/01/2000 - 11/08/2019

SLAVIC INVESTMENT CORPORATION (BOCA RATON FL)

Not sure if Kurt Stephen Guinn is right for you?

Licenses & Designations

IA

Issued 10/12/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kurt Stephen Guinn.
Not sure if Kurt Stephen Guinn is right for you?