Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Folcher is a financial advisor at Andrew Garrett Inc. Kurt Folcher is a Registered Representative and Investment Advisor Representative with over 30 years of experience in the financial services industry. Kurt Folcher holds Series 7 and Series 63 licenses. Kurt Folcher also holds a Series 65 license. Kurt Folcher has been with Andrew Garrett Inc. since 2007. Prior to that, Kurt Folcher was registered with several firms, including Princeton Securities Corporation, Kirlin Securities Inc., and Thomas James Associates, Inc. Kurt Folcher specializes in portfolio management for individuals and providing financial planning services. Kurt Folcher is registered with the Securities and Exchange Commission (SEC) and several state regulators.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
PA
12/14/2021 - Present
Andrew Garrett Inc. (NEWTOWN PA)
NJ
11/16/2005 - 03/01/2007
S.W. BACH & COMPANY (PRINCETON NJ)
NY
02/22/2001 - 12/05/2005
KIRLIN SECURITIES INC. (SYOSSET NY)
NY
09/29/1994 - 09/01/2001
PRINCETON SECURITIES CORPORATION (SYOSSET NY)
NY
06/13/2000 - 12/31/2000
KIRLIN SECURITIES INC. (SYOSSET NY)
NY
09/15/1994 - 10/11/1994
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NY
09/10/1990 - 09/15/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NY
08/05/1994 - 08/13/1994
WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)
IA
Issued 12/23/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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