Unclaimed
Norman Kurlan is a financial advisor with over 40 years of experience in the industry. Norman is currently registered with American Portfolios Financial Services, Inc. and holds Series 7, Series 63 and SIE licenses. Previously, Norman worked with Nathan & Lewis Securities, Inc., MFI Investments Corp., Bear, Stearns & Co. Inc. and Brean Murray, Foster Securities, Inc. Norman is registered in California, Florida, New Jersey, New York and Utah.
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.
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.
1
2
NY
09/07/2001 - Present
American Portfolios Financial Services, Inc. (HOLBROOK NY)
NY
05/07/1996 - 09/20/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
OH
07/20/1995 - 05/10/1996
MFI INVESTMENTS CORP. (BRYAN OH)
NY
01/13/1982 - 07/28/1995
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
07/23/1980 - 01/19/1982
BREAN MURRAY, FOSTER SECURITIES, INC.
BC
Issued 02/15/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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