Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Carter is a financial advisor with Raymond James & Associates, Inc. Kurt has been in the financial services industry since 1997. Kurt is registered to provide investment advice in both Oklahoma and Texas. In addition to his experience as a financial advisor, Kurt is also a board member of the Oklahoma State University Alumni Association. Kurt is dedicated to providing personalized financial advice to individuals and families.
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.
Please see note in schedule d - miscellaneous
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
OK
02/21/2020 - Present
Raymond James & Associates, Inc. (OKLAHOMA CITY OK)
OK
02/15/2013 - 02/24/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OKLAHOMA CITY OK)
OK
12/15/2000 - 02/19/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (OKLAHOMA CITY OK)
MA
09/29/1997 - 12/21/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 10/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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