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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Christopher Campman is a financial professional with over 25 years of experience in the industry. Kurt is currently registered with Wells Fargo Clearing Services, LLC. He is also registered with the state of California as a broker-dealer and investment advisor. Kurt has a wide range of experience in the financial services industry, including experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kurt holds a number of licenses and certifications, including the Series 3, 7, 9, 10, 24, 31, 63, and 65. Kurt's areas of expertise include investments, financial planning, pension consulting, portfolio management for businesses and individuals.
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.
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.
Investment consulting services to institutional clients
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
MO
01/13/2012 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
CA
04/12/1996 - 01/03/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAGUNA HILLS CA)
IA
Issued 06/04/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2019
Series 24 - General Securities Principal Examination
BC
Issued 09/27/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/30/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2010
Series 3 - National Commodity Futures Examination
BC
Issued 04/07/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 04/11/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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