Unclaimed
Kurtis Allen Ternet is a registered Investment Advisor Representative in the state of Indiana, associated with Archer Investment Corp. Kurtis has been in the financial services industry for over 3 years. Kurtis holds the Series 65 license, a state exam signifying proficiency in investment advisory services. As an investment advisor, Kurtis provides financial advice to individuals, corporations, and pension and profit-sharing plans. Kurtis works with a variety of clients, including high-net-worth individuals and institutional investors. Kurtis is committed to providing clients with personalized financial advice that meets their specific needs and goals.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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IN
08/18/2023 - Present
Archer Investment Corp. (CARMEL IN)
IA
Issued 08/18/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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