Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Davies is a financial advisor with Northwestern Mutual Investment Services, LLC in Fort Collins, Colorado. Kurt is a Series 7, Series 63, and Series 66 licensed professional with over 2 years of experience in the financial services industry. He is registered in Colorado and Wyoming. He specializes in providing investment research and referrals to other advisors. Kurt's primary focus is on meeting with individuals and families to help them achieve their financial goals.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
CO
04/27/2022 - Present
Northwestern Mutual Investment Services, LLC (FORT COLLINS CO)
CO
02/07/2022 - 03/15/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FORT COLLINS CO)
BC
Issued 03/04/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/07/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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