Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Haibach is a financial professional with over 29 years of experience in the financial services industry. Kurt is a registered representative with Cetera Investment Advisers LLC, a firm that provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Kurt's previous experience includes working with Tower Square Securities, Inc. and Advantage Capital Corporation. He is a Series 6 and Series 63 licensed representative. Kurt provides comprehensive financial planning services to individuals and families.
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
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (ERIE PA)
PA
07/30/1996 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (ERIE PA)
GA
08/15/1994 - 07/31/1996
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
05/20/1994 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 6/7/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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