Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Alan Kurzer is a registered representative with LPL Financial LLC. Michael has been in the industry since 2001, and is currently active in Arizona, California, District of Columbia, Florida, Louisiana, Michigan, and New Jersey. Michael is a registered representative and investment advisor. He has passed the Series 66, Series 31, Series 7, and SIE exams. Michael's areas of specialization include investment advisory services, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Michael is also a member of The Kurzer Group, LLC.
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.
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NJ
05/22/2002 - Present
LPL Financial LLC (TOTOWA NJ)
SC
08/10/2001 - 12/09/2020
LPL FINANCIAL LLC (FORT MILL SC)
TX
01/01/2001 - 08/14/2001
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BOTH
Issued 01/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 12/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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