Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Sakowski is a financial advisor who has been in the industry for over 30 years. Kurt has a wide range of experience in the financial services industry, having worked for several well-known firms including Wachovia Securities, LLC, First Union Capital Markets Corp., and PaineWebber Incorporated. Kurt is currently a registered representative with LPL Financial LLC. Kurt holds several licenses and certifications including Series 7, 24, 31, 63 and 65. Kurt provides a variety of services to his clients including financial planning, portfolio management, and investment advice.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NJ
05/20/2015 - Present
LPL Financial LLC (HAMILTON NJ)
MO
10/01/1999 - 04/24/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
06/24/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NJ
03/20/1990 - 07/08/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 11/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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