Kurt G. Kellison
Professional summary
Kurt G Kellison is a registered financial professional currently at ZIV INVESTMENT COMPANY located in Chicago, Illinois.
Kurt is registered as a RR (Registered Representative) and started their career in finance in 2010. Kurt has worked at 1 firm and has passed the Series 63, SIE, Series 7 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kurt G Kellison's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 19, 2010 - Present
ZIV INVESTMENT COMPANY
Office #1: 141 W. Jackson Blvd Suite # 2095, Chicago, IL 60604-2983State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/25/2014)
(4/14/2010)
(1/10/2024)
(1/22/2019)
Exams
FINRA
Current Firm
ZIV INVESTMENT COMPANY
CRD#: 4316 / SEC#: , 8-18119
Contact information
FINRA licenses (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12 |
| AUM (Assets Under Management) | $ 22,915,455 |
Disclosures
| Regulatory Event | 6 |
Red Flags
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