Best Investors Account Sign in

Kurt Nicholas Knoess

M Holdings Securities, Inc.

Greenbelt, MD

Chicago, IL

Portland, OR

Depew, NY

Norwell, MA

Claim This Profile
Current Employers
M Holdings Securities, Inc.

1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-12-21
OR RA APPROVED 2021-11-23
  • NY RA
    APPROVED
    Since 2023-12-21
  • OR RA
    APPROVED
    Since 2021-11-23

Branch Locations

6406 Ivy Lane Suite 220, Greenbelt, MD 20770 • United States

500 W Madison Street Floor 32, Chicago, IL 60601 • United States

1125 N.W. Couch St., Ste. 900, Portland, OR 97209 • United States

Depew, NY • United States

80 Washington Street Suite J41, Norwell, MA 02061 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foresters Financial Services Cheektowaga NY 08/2014 06/2019
Foresters Advisory Services Llc Cheektowaga NY 08/2018 06/2019
Massmutual Amherst NY 09/2019 10/2021
Mml Investors Services Amherst NY 09/2019 10/2021
M Holdings Securities, Inc. Portland OR 11/2021 Present
  • 08/2014 → 06/2019
    Foresters Financial Services
    Cheektowaga, NY
  • 08/2018 → 06/2019
    Foresters Advisory Services Llc
    Cheektowaga, NY
  • 09/2019 → 10/2021
    Massmutual
    Amherst, NY
  • 09/2019 → 10/2021
    Mml Investors Services
    Amherst, NY
  • 11/2021 → Present
    M Holdings Securities, Inc.
    Portland, OR
Previous Registrations
  • 2019-10-08 → 2021-10-28
    Mml Investors Services, Llc
    Amherst, NY
  • 2018-08-16 → 2019-06-20
    Foresters Advisory Services, Llc
    Cheektowaga, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-06
S63 Uniform Securities Agent State Law Examination 2014-07-11
  • S65 Uniform Investment Adviser Law Examination
    2018-08-06
  • S63 Uniform Securities Agent State Law Examination
    2014-07-11

View on SEC IAPD

Other Firms

TRANSAMERICA FINANCIAL ADVISORS, LLC
LINCOLN INVESTMENT
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
TRUSTED ADVISORS GROUP LLC
J. W. COLE ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC

Other Investors

Sinwai Sanri Lee
Yueyi Du
DONALD LEE MOORE
DONALD LEE MOORE
WILLIAM TIMOTHY COFER
PREAL LYNETTE HALEY
Robert James Kirkland
Shane Ahmad Seaberry

Other Offices

TRANSAMERICA FINANCIAL ADVISORS, LLC · GREENBELT, MD
LINCOLN INVESTMENT · GREENBELT, MD
PFS INVESTMENTS INC. · GREENBELT, MD
AMERIPRISE FINANCIAL SERVICES, LLC · GREENBELT, MD
TRUSTED ADVISORS GROUP LLC · GREENBELT, MD
TRUSTED ADVISORS GROUP LLC · GREENBELT, MD
J. W. COLE ADVISORS, INC. · GREENBELT, MD
PFS INVESTMENTS INC. · GREENBELT, MD

More in Greenbelt, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor