Kurtis DeSousa
Financial Advisor at BML Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Irvine, California, United States, US
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Credentials
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Series 65 Uniform Investment Adviser Law Examination
NASAAJun, 2021- Nov, 2024 -
Insurance License
California Department of InsuranceNov, 2020- Nov, 2024 -
Insurance Lic
Enforcement Unit, Nevada Division of InsuranceJan, 2021- Nov, 2024
Experience
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BML Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Jan 2023 - Present
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Advisor & New Business Specialist
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Jul 2021 - Jan 2023
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Terra Firma Business and Financial Consultants LLC
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United States
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Financial Services
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1 - 100 Employee
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Financial Planner
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Jul 2020 - Jun 2021
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Osborn Sales Solutions
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Transportation, Logistics, Supply Chain and Storage
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1 - 100 Employee
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Sales And Service Associate
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Oct 2019 - Aug 2020
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Education
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2016 - 2019
Arizona State University
Bachelor of Arts Interdisciplinary Studies, Business and Organizational Leadership
Community
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