Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Jolly is an Investment Advisor Representative with West Michigan Advisors. Kurt has over 10 years of experience in the financial industry and holds licenses in 12 states. Kurt is a dedicated professional with a proven track record of providing personalized financial advice to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Kurt specializes in developing customized financial plans, investment strategies, and retirement planning solutions.
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.
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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MI
12/02/2024 - Present
West Michigan Advisors, LLC (HOLLAND MI)
BOTH
Issued 12/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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