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Perry Lee Kurz

Allstate Financial Services, LLC

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About Perry Lee Kurz

Perry Kurz is a financial advisor with Allstate Financial Services, LLC. Perry has over 20 years of experience in the financial industry, having started their career in 2000. Perry is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in Maryland, New Jersey, Pennsylvania, and Virginia. Perry holds the Series 6, Series 63, and SIE licenses. Perry has been employed with Allstate Financial Services, LLC since 2006.

Firm Information

Perry Kurz is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

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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Perry Kurz’s Registration & Firm History

MD

09/14/2000 - Present

Allstate Financial Services, LLC (BALTIMORE MD)

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Licenses & Designations

BC

Issued 09/22/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Perry Lee Kurz.
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