Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurtis? Claim Your ProfileKurtis Lovell is a registered investment advisor representative with Wealth Enhancement Advisory Services, LLC. Kurtis has been in the industry for over 8 years and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and M Holdings Securities, Inc. Kurtis specializes in providing financial planning services to individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans. Kurtis is also an ERISA 3(38) investment manager. Wealth Enhancement Advisory Services, LLC provides financial planning, pension consulting, educational seminars and selection of other advisers.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
PA
03/19/2024 - Present
Wealth Enhancement Advisory Services, LLC (MALVERN PA)
PA
08/08/2018 - 04/13/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHILADELPHIA PA)
PA
07/17/2015 - 08/19/2016
M HOLDINGS SECURITIES, INC. (BETHLEHEM PA)
BOTH
Issued 10/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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