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 with Cetera Investment Advisers LLC. Kurt has been in the industry since October 31, 1988. Kurt holds Series 6, 7, 24, 51, 63, 65, 99TO, and SIE licenses. Kurt is also registered as an Investment Advisor Representative in Missouri and Texas. Kurt has experience working with individuals, high-net-worth individuals, corporations, pension and profit sharing plans, charitable organizations, and banking or thrift institutions. Kurt offers a range of advisory services, including financial planning, pension consulting, educational seminars, and portfolio management. Kurt is also a registered representative with Cetera Advisors LLC, a broker-dealer firm.
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 7/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/2/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/24/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 4/9/2003
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kurt Zoeller is the right advisor for you? Invested Better is here to help.
