Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurtis? Claim Your ProfileKurtis Stroemel is an investment advisor representative at Realta Investment Advisors, Inc., a firm based in Wilmington, Delaware. Kurtis has been in the financial services industry since April 1993, and is registered with the state of Pennsylvania as an investment advisor representative. Kurtis holds a Series 7, Series 63 and Series 66 licenses. Kurtis is a Certified Public Accountant and also holds a director position on the boards of Camden County College Foundation, Voorhees Township Democratic Club, and Voorhees Township Police Foundation. In addition to his advisory role at Realta, Kurtis provides tax return preparation for friends and family.
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.
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2
DE
08/02/2011 - Present
Realta Investment Advisors, Inc. (WILMINGTON DE)
PA
02/25/2009 - 11/30/2009
MANAGED ACCOUNT SERVICES, LLC (PHILADELPHIA PA)
PA
05/08/2006 - 12/16/2008
UVEST FINANCIAL SERVICES GROUP, INC. (RADNOR PA)
PA
01/06/2005 - 05/03/2006
THE O.N. EQUITY SALES COMPANY (PHILADELPHIA PA)
OH
02/13/2003 - 12/31/2004
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
BOTH
Issued 01/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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