Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurtis? Claim Your ProfileKurtis Abraham is a financial advisor at Wells Fargo Clearing Services, LLC with over 15 years of experience in the industry. Kurtis has a strong track record of providing financial advice to individuals, businesses, and institutions. Kurtis has held previous roles with Fifth Third Securities, Inc., PNC Investments, J.P. Morgan Securities LLC and Edward Jones. Kurtis is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 66, and SIE licenses.
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.
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.
Investment consulting services to institutional clients
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
10/18/2023 - Present
Wells Fargo Clearing Services, LLC (HOLLAND MI)
MI
11/05/2014 - 12/18/2020
FIFTH THIRD SECURITIES, INC. (HOLLAND MI)
MI
03/25/2013 - 11/03/2014
PNC INVESTMENTS (HOLLAND MI)
MI
10/01/2012 - 03/07/2013
J.P. MORGAN SECURITIES LLC (GRAND RAPIDS MI)
MI
06/15/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GRAND RAPIDS MI)
OH
01/06/2009 - 06/07/2011
EDWARD JONES (FAIRLAWN OH)
BOTH
Issued 01/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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