Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Charles Hollar is a registered investment advisor representative with Verity Asset Management. Kurt has been in the financial industry since 1997 and has a Series 63, Series 65, and Series 22 license. Kurt is a licensed insurance agent and offers insurance and annuity products through Verity Financial Group, Inc. Verity Asset Management is a Registered Investment Advisor that provides portfolio management services to individuals, families, and institutions. Verity Asset Management has offices in Durham, North Carolina.
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.
Strategic management for diversified investment portfolios.
Administrative services for advisors
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.
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NC
07/29/2011 - Present
Verity Asset Management (DURHAM NC)
IA
Issued 01/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2005
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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