Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Craig Fiedler is a financial advisor at Osaic Wealth, Inc., based in Birmingham, Alabama. Kurt has over 10 years of experience in the financial services industry and holds the Series 6, Series 63, and SIE licenses. Kurt specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Kurt previously worked at Securities America, Inc. and Investcorp, Inc.
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.
A percentage of the total value of assets under management is charged.
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2
AL
06/14/2024 - Present
Osaic Wealth, Inc. (Birmingham AL)
AL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Birmingham AL)
AL
10/13/2017 - 07/17/2020
INVESTACORP, INC. (Birmingham AL)
CT
01/04/2017 - 08/29/2017
SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)
IA
05/07/2014 - 07/19/2016
BROKER DEALER FINANCIAL SERVICES CORP. (WEST DES MOINES IA)
MN
10/16/2009 - 06/13/2012
ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)
BC
Issued 02/05/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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