Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurtis? Claim Your ProfileKurtis Marozas is a financial advisor at LPL Financial LLC. Kurtis has over 10 years of experience in the financial services industry. Kurtis has a Series 6 and Series 63 license and the SIE exam. Kurtis specializes in Financial Planning, Portfolio Management for Businesses and Individuals, Pension Consulting, and Educational Seminars. Kurtis is registered in 14 states including California, Colorado, Florida, Georgia, Indiana, Iowa, Kansas, Massachusetts, Missouri, Nebraska, North Carolina, Oklahoma, South Carolina, and Texas. Kurtis previously worked at Royal Alliance Associates, Inc. and National Planning Corporation.
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.
1
2
KS
12/17/2021 - Present
LPL Financial LLC (OLATHE KS)
KS
10/16/2017 - 12/17/2021
ROYAL ALLIANCE ASSOCIATES, INC. (OLATHE KS)
KS
07/22/2011 - 10/18/2017
NATIONAL PLANNING CORPORATION (PARSONS KS)
BC
Issued 07/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kurtis Marozas is the right advisor for you? Invested Better is here to help.
