George S. Kurtz
Professional summary
George Steve Kurtz, who also goes by Steve George Kurtz, Steve Kurtz, is a registered financial professional currently at ADVANCED STRATEGIES BROKER DEALER LLC located in Chattanooga, Tennessee.
George is registered as a RR (Registered Representative) and started their career in finance in 1985. George has worked at 4 firms and has passed the Series 65, Series 63, Series 6TO, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view George Steve Kurtz's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 6, 2024 - Present
ADVANCED STRATEGIES BROKER DEALER LLC
Office #1: 1308 Dallas Road, Chattanooga, TN 37405October 8, 2021 - May 13, 2024
IMPACT PARTNERSHIP WEALTH, LLC
July 31, 2017 - August 12, 2021
CORECAP ADVISORS
October 22, 1985 - July 14, 2003
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 6TO
Date: 12/5/2024
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
ADVANCED STRATEGIES BROKER DEALER LLC
CRD#: 164927 / SEC#: , 8-69118
Contact information
FINRA licenses (6 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BIKAS, CHARLES WILLIAM | MANAGING MEMBER, CCO, CFO, FINOP, GENERAL SECURITIES PRINCIPAL | 2802911 |
Red Flags
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Company Information
ADVANCED STRATEGIES BROKER DEALER LLC
CRD#: 164927Chattanooga, TN 37405TRUST BUT VERIFY
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