Danajette Kurtz (CRD# 5393197) is an Investment Advisor Representative working at Wedbush Securities Inc. in Radnor, PA and has over 14 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wedbush Securities Inc. | Radnor, PA | Sep 2020 - Current | 3 |
| Wells Fargo Clearing Services, LLC | Radnor, PA | Nov 2016 - Sep 2020 | 3 |
| Wells Fargo Advisors LLC | Radnor, PA | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2009 |
- PA
-
Total Assets Under Management4,502MILLIONS
-
Total Number of Accounts9,055ACCOUNTS
-
Average Account Value$497,178
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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