Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Allen Koke is a financial professional with over 30 years of experience in the financial services industry. Kurt has held various roles at firms such as First Matrix Investment Services Corp., Brokers Transaction Services, Inc., First Western Securities, Inc., and DFW Clearing, Inc. Currently, Kurt works as a Registered Representative for Prospera Financial Services, Inc., based in Hurst, TX. Kurt has a wide range of professional credentials, including Series 4, 7, 24, 27, 63, 65, SIE, and 99TO 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.
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.
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.
Percentage of assets under review
1
2
TX
02/19/2008 - Present
Prospera Financial Services, Inc. (Hurst TX)
CO
01/10/1995 - 11/16/2004
FIRST MATRIX INVESTMENT SERVICES CORP. (DENVER CO)
TX
04/15/1994 - 02/03/1995
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
TX
09/17/1990 - 05/11/1994
FIRST WESTERN SECURITIES, INC. (HURST TX)
NA
06/12/1990 - 10/18/1990
DFW CLEARING, INC.
NA
03/20/1986 - 10/18/1990
DFW CLEARING, INC.
NA
10/31/1988 - 08/07/1990
DFW SECURITIES, INC.
IA
Issued 02/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2017
Series 24 - General Securities Principal Examination
BC
Issued 11/22/1995
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/24/1995
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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