Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Gilge is a financial advisor with Stifel, Nicolaus & Company, Inc., Kurt has been working in the financial services industry since 1986. Kurt is registered with the Securities and Exchange Commission (SEC) and is licensed to conduct business in multiple states. Kurt offers a variety of financial services, including financial planning, investment management, and portfolio management. Kurt has experience working with a variety of clients, including individuals, families, businesses, and institutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OR
01/16/2014 - Present
Stifel, Nicolaus & Company, Inc. (PORTLAND OR)
OR
01/01/2008 - 05/19/2009
WELLS FARGO ADVISORS, LLC (PORTLAND OR)
OR
06/01/1988 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PORTLAND OR)
NA
02/01/1988 - 06/15/1988
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
10/03/1986 - 02/10/1988
BOETTCHER & COMPANY, INC.
NA
02/19/1986 - 10/13/1986
PACIFIC GROWTH SECURITIES,INC.
IA
Issued 09/17/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/11/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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