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Norman Jay Kurlan

American Portfolios Financial Services, Inc.

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About Norman Jay Kurlan

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.

Firm Information

Norman Kurlan is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Norman Kurlan’s Registration & Firm History

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.

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Norman Jay Kurlan.
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