Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt William Kushner is an investment advisor representative with LPL Financial LLC. Kurt has been in the industry since March 14, 1994. Kurt has licenses to operate in Florida, Maryland, New Jersey, New York, Oregon, Pennsylvania, and Texas. Kurt has also held previous positions with Nationwide Securities, LLC, 1717 Capital Management Company, Ameritas Investment Corp., Investors Capital Corp., and Main Street Management Company.
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.
Consulting and other non-discretionary advisory services
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
PA
12/21/2022 - Present
LPL Financial LLC (SCRANTON PA)
PA
07/13/1998 - 04/24/2018
NATIONWIDE SECURITIES, LLC (SCRANTON PA)
PA
12/19/2006 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (CHURCHVILLE PA)
DE
10/22/2003 - 08/22/2005
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NE
01/02/1997 - 06/30/1998
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MA
07/05/1995 - 12/31/1996
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
MA
03/02/1994 - 07/05/1995
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
BOTH
Issued 09/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kurt Kushner is the right advisor for you? Invested Better is here to help.
