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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurtis? Claim Your ProfileKurtis Dehorn is a financial advisor at Edward Jones. Kurtis has been in the financial services industry for over 10 years and has experience working with clients in a variety of financial planning needs. Kurtis holds a Series 6, 7, 63, and 66 securities license and has successfully passed the SIE exam. Kurtis specializes in providing financial planning, investment management, and retirement planning services to individuals and families. Kurtis has extensive experience working with clients of all ages, income levels, and investment goals. Kurtis is committed to providing personalized financial advice and building long-lasting relationships with clients.
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.
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.
See schedule d - miscellaneous
1
2
MI
07/13/2023 - Present
Edward Jones (HOLLAND MI)
MI
10/26/2011 - 07/09/2012
INFINEX INVESTMENTS, INC. (HOLLAND MI)
MI
12/16/2008 - 10/11/2011
FIFTH THIRD SECURITIES, INC. (HOLLAND MI)
BOTH
Issued 07/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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