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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurtis? Claim Your ProfileKurtis Raymond Kuyat is an investment advisor representative with Osaic Wealth, Inc. located in Indiana, Pennsylvania. Kurtis Raymond Kuyat has been in the industry since 1983 and has held previous roles at various firms including Princor Financial Services Corporation, VeraVest Investments, Inc. and Equico Securities, Inc. Kurtis Raymond Kuyat has a broad range of experience with several licenses and registrations. In addition to Osaic Wealth, Inc., Kurtis Raymond Kuyat is also associated with Mosaic Wealth Consulting and Mosaic Consulting. Kurtis Raymond Kuyat is registered in numerous states including California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Maryland, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Texas, Virginia and West Virginia.
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.
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.
1
2
PA
01/24/2025 - Present
Osaic Wealth, Inc. (INDIANA PA)
PA
12/12/2003 - 03/19/2010
PRINCOR FINANCIAL SERVICES CORPORATION (PITTSBURGH PA)
MA
03/18/1996 - 12/03/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NY
07/11/1983 - 04/01/1996
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
07/11/1983 - 04/01/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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