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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Williams is a financial advisor with Cetera Investment Advisers LLC and has over 38 years of experience in the financial services industry. Kurt has worked with a number of clients, including individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Kurt is registered with the state of Oregon as a Registered Investment Advisor and holds the following securities licenses: Series 66, Series 7, and SIE. Kurt has a strong track record of success in helping clients 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.
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
OR
03/21/2024 - Present
Cetera Investment Advisers LLC (AURORA OR)
OR
06/13/2000 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (AURORA OR)
UT
03/14/1994 - 07/19/2000
PACIFIC HARBOR SECURITIES, INC. (HIGHLAND UT)
AZ
11/19/1989 - 03/11/1994
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
04/23/1985 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BOTH
Issued 1/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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