Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurtis? Claim Your ProfileKurtis Cicero is a financial professional with over 17 years of experience in the industry. Kurtis is currently registered with Brookfield Oaktree Wealth Solutions LLC in New York, New York. Kurtis has previously been registered with IVY DISTRIBUTORS, INC., WADDELL & REED, MBSC SECURITIES CORPORATION, VOYA INVESTMENTS DISTRIBUTOR, LLC, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Kurtis holds the Series 66, Series 24, SIE and Series 7 licenses.
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.
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.
1
2
NY
08/05/2022 - Present
Brookfield Oaktree Wealth Solutions LLC (New York NY)
KS
05/23/2019 - 04/30/2021
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
05/23/2019 - 10/07/2020
WADDELL & REED (OVERLAND PARK KS)
NY
01/12/2015 - 02/27/2019
MBSC SECURITIES CORPORATION (New York NY)
AZ
12/06/2004 - 12/16/2014
VOYA INVESTMENTS DISTRIBUTOR, LLC (SCOTTSDALE AZ)
MN
06/25/2003 - 11/04/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/25/2003 - 11/04/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kurtis Cicero is the right advisor for you? Invested Better is here to help.
