Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Zoeller is a financial advisor who has been in the industry since 1988. Kurt is currently registered with Cetera Investment Advisers LLC and has been with the firm since 2022. Kurt has a diverse background, having worked with several firms including First Allied Securities, Inc. and FFP Securities, Inc. Kurt provides a range of services to his clients, including financial planning, pension consulting, and portfolio management. He specializes in working with high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth clients. Kurt holds several securities licenses, including Series 6, 7, 24, 51, 63, 65 and SIE.
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.
1
2
MO
11/12/2020 - Present
Cetera Investment Advisers LLC (CHESTERFIELD MO)
MO
05/30/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (CHESTERFIELD MO)
MO
11/01/1988 - 05/30/2008
FFP SECURITIES, INC. (CHESTERFIELD MO)
IA
Issued 07/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/09/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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