Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurtis? Claim Your ProfileKurtis Johnson is a financial advisor with over 14 years of experience in the financial services industry. Kurtis is currently a registered representative with Pbmares Wealth Management LLC, where he provides comprehensive financial planning and investment management services to individuals, families, and businesses. Prior to joining Pbmares Wealth Management LLC, Kurtis worked as a financial advisor at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Kurtis is also a Certified Financial Planner and has a strong commitment to providing personalized financial advice to his clients.
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
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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VA
02/07/2018 - Present
Pbmares Wealth Management LLC (HARRISONBURG VA)
VA
12/03/2012 - 01/24/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTESVILLE VA)
KY
02/19/2008 - 11/13/2012
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
06/05/2007 - 11/07/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
OH
05/24/2006 - 04/03/2007
METLIFE SECURITIES INC. (CINCINNATI OH)
OH
05/24/2006 - 04/03/2007
METROPOLITAN LIFE INSURANCE COMPANY (CINCINNATI OH)
OH
07/22/2005 - 06/12/2006
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
BOTH
Issued 06/19/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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