Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurtis? Claim Your ProfileKurtis Kallien is a financial advisor with over 20 years of experience in the industry. Kurtis has worked with Fidelity Personal And Workplace Advisors since 2018. Prior to this, Kurtis was a financial advisor at Scottrade, Inc. and Ameritrade Northwest, Inc. Kurtis is licensed to provide financial advice in 31 states and holds Series 4, 7, 24, 63, and 66 licenses. Kurtis is also a Certified Financial Planner.
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.
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.
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.
1
2
OR
01/27/2020 - Present
Fidelity Personal AND Workplace Advisors (TIGARD OR)
OR
10/11/2004 - 03/08/2018
SCOTTRADE, INC. (PORTLAND OR)
OR
08/28/1996 - 06/08/2004
AMERITRADE NORTHWEST, INC. (PORTLAND OR)
BOTH
Issued 06/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2005
Series 24 - General Securities Principal Examination
BC
Issued 09/28/1999
Series 4 - Registered Options Principal Examination
BC
Issued 03/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Kurtis Kallien is the right advisor for you? Invested Better is here to help.
