Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurtis? Claim Your ProfileKurtis Kamminga is a financial advisor who has been in the industry since 2001. Kurtis is currently registered with Charles Schwab & Co., Inc. as a Registered Representative and Investment Advisor Representative. Kurtis also holds the Series 7, Series 10, Series 9, Series 63, and Series 65 licenses. Prior to working at Charles Schwab & Co., Inc., Kurtis worked at Fifth Third Securities, Inc. and Royal Securities Company. Kurtis specializes in retirement planning and investment 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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
MI
01/02/2019 - Present
Charles Schwab & CO., Inc. (Holland MI)
MI
08/08/2005 - 06/27/2016
FIFTH THIRD SECURITIES, INC. (HOLLAND MI)
OH
06/26/2002 - 08/05/2005
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
MI
07/21/2005 - 08/03/2005
ROYAL SECURITIES COMPANY (GRANDVILLE MI)
MI
08/29/2001 - 05/15/2002
ROYAL SECURITIES COMPANY (GRANDVILLE MI)
IA
Issued 09/30/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/09/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Kurtis Kamminga is the right advisor for you? Invested Better is here to help.
