Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Matthew Kurtz is an Investment Advisor Representative at Bare Wealth Advisors. Ryan has been in the financial services industry since 2000 and has experience in a variety of roles, including insurance sales and investment advising. Ryan is a registered Investment Advisor Representative in Pennsylvania. Ryan is committed to providing comprehensive financial planning and investment advice to help individuals achieve their financial goals. Ryan also provides insurance services, and is committed to working with each client to find the best financial products to meet their needs.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
10/16/2023 - Present
Bare Wealth Advisors (GAP PA)
PA
07/06/2015 - 05/31/2024
SECURITIES AMERICA, INC. (GAP PA)
PA
03/21/2013 - 12/31/2013
THE O.N. EQUITY SALES COMPANY (NEW HOLLAND PA)
CA
06/26/2001 - 02/24/2003
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CT
05/18/2000 - 06/14/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
GA
10/14/1998 - 05/18/2000
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 08/03/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/20/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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