Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurtis? Claim Your ProfileKurtis Barnett is a financial advisor registered with the state of California. Kurtis has over 18 years of experience in the financial services industry. Kurtis specializes in providing financial advice to individuals and families. Kurtis is associated with Gibbs Wealth Management, LLC. Kurtis provides financial planning and portfolio management services. Kurtis is also a registered representative of World Group Securities, Inc. Kurtis provides investment company products/variable contracts. Kurtis is committed to providing clients with personalized financial advice.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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CA
12/21/2023 - Present
Gibbs Wealth Management, LLC (Long Beach CA)
CA
03/28/2005 - 12/08/2010
WORLD GROUP SECURITIES, INC. (CHINO HILLS CA)
IA
Issued 11/17/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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