Unclaimed
Kurtus Todd Thompson is a registered representative with Edward Jones. Kurtus has been in the industry since 1992 and has experience with PROEQUITIES, INC.. Kurtus is licensed in Indiana, Texas, Ohio, Kentucky, Georgia, California, Colorado, Michigan, Florida, Missouri, and Tennessee. Kurtus specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, partnerships, investment clubs, pension and profit-sharing plans, and insurance companies.
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.
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.
See schedule d - miscellaneous
1
2
IN
05/10/2021 - Present
Edward Jones (AURORA IN)
OH
07/21/1992 - 11/08/2017
PROEQUITIES, INC. (CINCINNATI OH)
BOTH
Issued 02/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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