Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Haberer is a financial advisor in Clay Center, Kansas. Kurt has been in the industry since 2001 and has a wide range of experience. Kurt currently works with Raymond James Financial Services Advisors, Inc. Kurt provides financial planning, portfolio management, and educational seminars to individuals, businesses, and institutions. Kurt is a Registered Representative and Investment Advisor Representative. Kurt has a Series 66, Series 7, and SIE license. Kurt is also a licensed real estate appraiser in Kansas. Kurt is committed to providing his clients with the highest level of service and expertise. Kurt is a member of the Clay County Educational Endowment Association and the City of Clay Center Planning Commission.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
KS
04/21/2021 - Present
Raymond James Financial Services Advisors, Inc. (Clay Center KS)
KS
02/13/2001 - 04/22/2021
WADDELL & REED (CLAY CENTER KS)
BOTH
Issued 03/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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