Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurtis? Claim Your ProfileKurtis Edward Burcume is an active investment advisor representative registered with LPL Financial LLC, a firm with more than $50 billion in assets under management. Kurtis has been in the industry since 2014 and holds several licenses including Series 6, 7, 63, 65 and SIE. Kurtis has prior experience with a variety of firms including Fidelity Brokerage Services LLC, Allstate Financial Services, LLC, Infinex Investments, Inc., M&T Securities, Inc. and Wells Fargo Advisors, LLC. Kurtis specializes in providing consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, and selection of other advisors. Kurtis's office is located in Midlothian, VA.
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.
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2
VA
04/25/2024 - Present
LPL Financial LLC (MIDLOTHIAN VA)
NH
10/13/2021 - 12/12/2022
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
VA
07/10/2020 - 08/20/2021
ALLSTATE FINANCIAL SERVICES, LLC (Ashland VA)
VA
10/31/2017 - 01/07/2020
INFINEX INVESTMENTS, INC. (Richmond VA)
VA
02/17/2015 - 10/20/2017
M&T SECURITIES, INC. (GLEN ALLEN VA)
VA
06/28/2014 - 01/09/2015
WELLS FARGO ADVISORS, LLC (RICHMOND VA)
IA
Issued 07/29/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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