Senior Vice President
Mr. Kurzhal joined the financial services industry in 1987 and currently serves as a Senior Vice President at NBC Securities, Inc. Prior to joining the firm, Mr. Kurzhal was a Registered Representative with AmSouth Investments Services, Inc. He began his financial career in California as a Registered Representative with Quaker City Financial in 1987.
In his role at NBC Securities, Inc., Mr. Kurzhal evaluates client goals and objectives primarily to gain the knowledge necessary to provide advice, counsel and recommendations from a wide choice of investment alternatives, in an effort to focus on an appropriate investment solution — whether that solution involves a complete long range investment program or a more narrowly focused plan to address more immediate needs.
Mr. Kurzhal reviews each client’s income needs, evaluates allocation for income and/or growth, and assesses estate planning needs as well as life insurance needs. He also provides analysis on tax favored investments. Mr. Kurzhal provides clients with the establishment or service of existing retirement related plans such as IRA’s and 401(k) Plans.
Mr. Kurzhal resides in Decatur, Alabama with his wife, Angela and their children.
- FINRA Licenses: Series 7, Series 24, Series 65
- Life Insurance License
Areas of Focus
- Asset Allocation
- Estate Planning
- Life Insurance
- Tax Efficiency
- Retirement Planning