Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Stahl is a financial advisor with AE Wealth Management, LLC. Kurt has been in the financial services industry since 1988. He is registered with the state of Florida. He has a Series 7, Series 3, Series 63, and Series 66 license, and is a Certified Financial Planner. Kurt has experience in various areas including: portfolio management, financial planning, and insurance. Kurt is dedicated to helping individuals and families achieve their financial goals. He is committed to providing personalized service and working with clients to develop a financial plan that meets their unique needs.
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
FL
10/21/2024 - Present
AE Wealth Management, LLC (Lakewood Ranch FL)
FL
11/25/2014 - 03/23/2017
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (SARASOTA FL)
NA
05/22/1989 - 02/21/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
12/12/1988 - 05/22/1989
DREXEL BURNHAM LAMBERT INCORPORATED
BOTH
Issued 02/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1988
Series 3 - National Commodity Futures Examination
Active
Inactive
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