Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurtis? Claim Your ProfileKurtis James Savage is an investment advisor representative registered with MacDougall Financial Counseling in Delmont, Pennsylvania. Kurtis has been in the industry since 2010 and is licensed as an Investment Advisor in Pennsylvania. Kurtis is also registered with the state of Pennsylvania. MacDougall Financial Counseling provides financial planning and portfolio management services to individuals and charitable organizations. They have approximately $379,967,188 in assets under management.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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PA
08/22/2013 - Present
MacDougall Financial Counseling (DELMONT PA)
IA
Issued 05/02/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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