Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Byron Nelson is an investment advisor representative, registered with Stifel, Nicolaus & Company, Inc.. Kurt is a financial professional with over 30 years of experience in the securities industry. Kurt has experience in financial planning, portfolio management and securities trading. Kurt is also a registered investment advisor, and he has worked with several firms including UBS Financial Services Inc. and Piper Jaffray & Co.
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.
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.
1
2
MN
01/16/2014 - Present
Stifel, Nicolaus & Company, Inc. (BAXTER MN)
MN
08/12/2006 - 10/16/2009
UBS FINANCIAL SERVICES INC. (BAXTER MN)
MN
06/24/1994 - 08/12/2006
PIPER JAFFRAY & CO. (BAXTER MN)
NJ
08/25/1988 - 06/27/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 09/05/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kurt Nelson is the right advisor for you? Invested Better is here to help.
