Ilirjan Shkurti

WHISTLE STOP FINANCIAL ADVICE

BIRMINGHAM, MI

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CRD#: 6272283

Professional summary

Ilirjan Shkurti, who also goes by Ilir Shkurti, is a registered financial advisor currently at WHISTLE STOP FINANCIAL ADVICE located in Birmingham, Michigan.

Ilirjan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Ilirjan has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ilir Shkurti

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Henry Ford Health Physician Financial Counselor 50 percent of his time during trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ilirjan Shkurti's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 11, 2025 - Present

WHISTLE STOP FINANCIAL ADVICE

RIA

CRD#: 334048

BIRMINGHAM, MI

Past

April 23, 2019 - June 25, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Troy, MI

Past

April 23, 2019 - June 25, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Troy, MI

Past

January 20, 2017 - April 10, 2019

HANTZ FINANCIAL SERVICES, INC.

RIA

CRD#: 46047

SOUTHFIELD, MI

Past

January 14, 2014 - April 10, 2019

HANTZ FINANCIAL SERVICES, INC.

CRD#: 46047

SOUTHFIELD, MI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(2/11/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/19/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/13/2014

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/3/2014

General Securities Principal Examination

Current Firm

WHISTLE STOP FINANCIAL ADVICE

CRD#: 334048 / SEC#:

Michigan

Registered Investment Advisory firm - (2/11/2025 Approved)

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Contact information

Main Address

Birmingham, MI

Mailing Address

Phone number

(248) 219-8930

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Ilirjan Shkurti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ilirjan Shkurti's CRS (Customer Relationship Summary).

Certified licenses

Experience

WHISTLE STOP FINANCIAL ADVICE

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

HANTZ FINANCIAL SERVICES, INC.

HANTZ FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/19/2014

SIE

Date: 10/1/2018

Series 7

Date: 1/13/2014

Series 24

Date: 2/3/2014

Current Firm

WHISTLE STOP FINANCIAL ADVICE

Contact information

Documents

Red Flags

Company Information

WHISTLE STOP FINANCIAL ADVICE

TRUST BUT VERIFY

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