Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Anthony Meyers is a financial advisor with Fidelity Personal And Workplace Advisors, located in Denver, Colorado. Kurt has over 25 years of experience in the financial services industry. Kurt has held registrations with several firms, including Robinhood Financial, LLC, TD Ameritrade, Inc., and Charles Schwab & Co., Inc. Kurt is registered in Colorado, Michigan, New York, and Texas. He provides financial planning, educational seminars, and portfolio management services to individuals, businesses, and corporations.
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.
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.
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.
1
2
CO
04/24/2023 - Present
Fidelity Personal AND Workplace Advisors (DENVER CO)
CO
02/28/2021 - 08/09/2022
ROBINHOOD FINANCIAL, LLC (Denver CO)
CO
02/22/2007 - 01/11/2021
TD AMERITRADE, INC. (DENVER CO)
MI
05/14/1997 - 04/19/2006
CHARLES SCHWAB & CO., INC. (TROY MI)
NY
04/29/1996 - 05/05/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
11/13/1995 - 03/19/1996
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
08/11/1995 - 11/15/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
BOTH
Issued 04/27/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/13/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 08/10/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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