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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 Crandall Nielsen is a financial advisor registered with UBS Financial Services Inc. Kurt has been in the financial services industry since April 1986 and has experience working with a variety of client types, including individuals, high-net-worth individuals, businesses, corporations, trusts, pension and profit sharing plans, insurance companies, charitable organizations, and state or municipal government entities. Kurt's previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated and First Investors Corporation. Kurt holds the following licenses and certifications: Series 6, Series 7, Series 63, and Series 65. Kurt is also registered with the following states: Arizona, California, Colorado, Florida, Georgia, Illinois, Nevada, New Mexico, New York, North Carolina, Oregon, South Carolina, Tennessee, Texas, Utah, Virginia, and Wisconsin. Kurt's primary office is located in Denver, Colorado.
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.
See schedule d - miscellaneous
1
2
CO
04/28/2014 - Present
UBS Financial Services Inc. (DENVER CO)
CO
11/21/1986 - 04/28/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENWOOD VILLAGE CO)
NA
04/13/1983 - 11/07/1983
FIRST INVESTORS CORPORATION
IA
Issued 02/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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