Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Atkinson is a financial advisor at RBC Capital Markets, LLC, a firm with over $50 billion in assets under management. Kurt has been in the financial services industry since 1997. Kurt has been registered with RBC Capital Markets, LLC since 2008. Previously, Kurt was a financial advisor at National Planning Corporation, Stanton Investment Services, Inc., Marquette Financial Group, Inc., Commonwealth Financial Network, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kurt is licensed to provide financial advice in over 25 states. Kurt provides a range of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Kurt specializes in working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Kurt has experience providing financial services to insurance companies, banking institutions, and corporations. Kurt is committed to providing his clients with personalized financial advice that meets their specific needs.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
MN
02/05/2015 - Present
RBC Capital Markets, LLC (ST. PAUL MN)
MN
11/14/2005 - 10/02/2007
NATIONAL PLANNING CORPORATION (PLYMOUTH MN)
MN
04/22/2002 - 11/14/2005
STANTON INVESTMENT SERVICES, INC. (PLYMOUTH MN)
MN
02/12/2001 - 04/23/2002
MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
MA
03/22/1999 - 10/17/2000
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NY
10/18/1996 - 03/26/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kurt Atkinson is the right advisor for you? Invested Better is here to help.
