Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurtis? Claim Your ProfileKurtis Beethem has been in the financial services industry since August 2011. He is currently registered with LPL Financial LLC and has been with them since January 2024. Previously, Kurtis Beethem was registered with Cambridge Investment Research, Inc. and National Planning Corporation. Kurtis Beethem holds licenses for Series 66, Series 7, and SIE. Kurtis Beethem has experience providing financial planning, portfolio management for individuals and businesses, and other advisory services. Kurtis Beethem also provides educational seminars and assists clients with the selection of other advisors.
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 and other non-discretionary advisory services
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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2
MI
01/09/2024 - Present
LPL Financial LLC (BLOOMFIELD HILLS MI)
MI
10/05/2017 - 01/12/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (Bloomfield MI)
MI
08/01/2011 - 10/10/2017
NATIONAL PLANNING CORPORATION (BLOOMFIELD HILLS MI)
BOTH
Issued 10/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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