Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurtis? Claim Your ProfileKurtis Michael Desousa is a financial advisor with West Wealth Group, LLC. Kurtis has been in the industry for several years, holding several roles before joining West Wealth Group, LLC. Kurtis is also an Independent Insurance Agent for various Independent Insurance Companies. Kurtis Michael Desousa has a Series 65 license and specializes in investment advice. Kurtis's client base consists primarily of individuals, corporations, and pension and profit-sharing plans. Kurtis Michael Desousa has been registered with the state of California.
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.
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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CA
10/29/2021 - Present
West Wealth Group, LLC (IRVINE CA)
IA
Issued 06/15/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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