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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Alan White is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Colorado Springs, Colorado. Kurt has been in the industry since October 1, 2002. Kurt holds a Series 7 and Series 63 license. Kurt also holds a Series 65 license. Kurt's areas of specialization include retirement planning, college savings, and estate planning. Kurt provides a variety of services to individuals, families, and businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
12/09/2019 - Present
Raymond James Financial Services Advisors, Inc. (Colorado Springs CO)
PA
03/26/2019 - 11/05/2019
PACER FINANCIAL, INC. (MALVERN PA)
TX
06/19/2012 - 03/18/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
NY
06/08/1998 - 08/22/2002
LAZARD FRERES & CO. LLC (NEW YORK NY)
MA
06/14/1996 - 11/14/1997
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
TX
11/24/1992 - 05/18/1994
VAN KAMPEN MERRITT INC. (HOUSTON TX)
NJ
01/09/1990 - 09/25/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 07/02/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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