Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curt? Claim Your ProfileCurt Coulter is a financial advisor at Morgan Stanley, bringing over 29 years of experience to the industry. Curt's professional career started at Prudential Securities Incorporated in 1994. Since then, Curt has held positions at Citigroup Global Markets Inc., UBS Financial Services Inc., and Wells Fargo Clearing Services, LLC, before joining Morgan Stanley. Curt has a strong background in providing investment advice, financial planning and educational seminars. Curt specializes in working with individuals, businesses, high-net-worth individuals, investment companies, charitable organizations and insurance companies. Curt holds Series 7, Series 31, and Series 63 and Series 65 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
01/12/2024 - Present
Morgan Stanley (Sewickley PA)
PA
08/31/2012 - 01/30/2024
WELLS FARGO CLEARING SERVICES, LLC (PITTSBURGH PA)
PA
09/02/2005 - 09/10/2012
UBS FINANCIAL SERVICES INC. (PITTSBURGH PA)
NY
03/01/2000 - 09/19/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/01/1994 - 03/02/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/16/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 10/31/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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