Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Elliot Williams is a financial advisor who has been in the industry since 1985. Currently, Kurt is registered with Cetera Investment Advisers LLC. Kurt has a Series 66 license as well as Series 7 and SIE licenses. Kurt has held previous positions at Pacific West Securities, Inc., Pacific Harbor Securities, Inc. and Royal Alliance Associates, Inc. as well as Integrated Resources Equity Corporation. Kurt has specialized expertise in working with individuals, corporations or other businesses, as well as pension and profit sharing plans, charitable organizations, and high net worth individuals. Kurt's experience in both the financial and tax field gives him an advantage when it comes to helping clients meet 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 01/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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