Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Herbert Kurrasch is a financial advisor with Truist Advisory Services, Inc. based in Saint Cloud, FL. Paul has been working in the financial services industry since April 13, 1994. Paul has a Series 7 and Series 63 license and is registered with FINRA and the state of Florida as an Investment Advisor Representative. Paul is also registered with the state of Texas as an Investment Advisor Representative. Paul holds a Series 65 and the SIE license as well. Paul has previously worked with CUSO FINANCIAL SERVICES, L.P., M&I FINANCIAL ADVISORS, INC, CHASE INVESTMENT SERVICES CORP., WAMU INVESTMENTS, INC., NATIONSBANC INVESTMENTS, INC., BARNETT INVESTMENTS, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and ADVANTAGE CAPITAL CORPORATION.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
FL
10/18/2019 - Present
Truist Advisory Services, Inc. (SAINT CLOUD FL)
FL
02/24/2011 - 06/10/2014
CUSO FINANCIAL SERVICES, L.P. (ORLANDO FL)
FL
12/02/2009 - 02/18/2011
M&I FINANCIAL ADVISORS, INC (ORLANDO FL)
FL
05/02/2009 - 11/17/2009
CHASE INVESTMENT SERVICES CORP. (WINTER PARK FL)
FL
01/19/1999 - 05/02/2009
WAMU INVESTMENTS, INC. (ALTAMONTE SPRINGS FL)
MA
04/01/1998 - 12/11/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
FL
04/11/1997 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
NY
02/24/1994 - 04/17/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
GA
01/14/1994 - 01/21/1994
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
IA
Issued 07/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Kurrasch is the right advisor for you? Invested Better is here to help.
