Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Sylvia is a financial advisor registered with J.P. Morgan Securities LLC since November 2017. Kurt has been in the financial services industry for 29 years and has held previous positions at UBS Financial Services Inc, Wachovia Securities, LLC, First Union Brokerage Services, Inc, First Miami Securities, Inc, and First Investors Corporation. Kurt has a strong track record of success in providing investment advice and financial planning services to individuals, families, businesses, and institutions. Kurt is committed to helping clients achieve their financial goals. The advisor is registered in 51 states and has licenses and registrations in various areas, including securities, investment advisory services, and insurance. Kurt is also a board member for Stetson University, where the advisor is involved in discussing the school's finances.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
11/30/2017 - Present
J.p. Morgan Securities LLC (PALM BEACH GARDENS FL)
FL
11/21/2008 - 12/11/2017
UBS FINANCIAL SERVICES INC. (BOCA RATON FL)
FL
10/01/2000 - 11/24/2008
WACHOVIA SECURITIES, LLC (LANTANA FL)
NC
08/19/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
FL
06/10/1993 - 08/25/1999
FIRST MIAMI SECURITIES, INC. (BOCA RATON FL)
NJ
09/22/1989 - 09/29/1989
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 02/29/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/29/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/31/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/09/1993
Series 52 - Municipal Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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