Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Alan Rahe is a registered investment advisor with Eagle Strategies LLC and has been in the financial industry since 2007. Kurt has experience with MML Investors Services, LLC, Hornor, Townsend & Kent, Inc., Sagepoint Financial, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Kurt has experience in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for individuals. Kurt holds the Series 6, 7, 24, 63, and 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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
AL
03/29/2022 - Present
Eagle Strategies LLC (HUNTSVILLE AL)
AL
04/25/2017 - 10/18/2018
MML INVESTORS SERVICES, LLC (BIRMINGHAM AL)
AL
04/28/2016 - 03/23/2017
HORNOR, TOWNSEND & KENT, INC. (BIRMINGHAM AL)
AL
07/16/2014 - 02/08/2016
SAGEPOINT FINANCIAL, INC. (BIRMINGHAM AL)
AL
03/28/2007 - 06/04/2014
METLIFE SECURITIES INC. (BIRMINGHAM AL)
AL
03/28/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BIRMINGHAM AL)
IA
Issued 9/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/16/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/10/2009
Series 7 - General Securities Representative Examination
BC
Issued 3/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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