Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Engelhardt is a financial advisor registered with Wells Fargo Clearing Services, LLC. Kurt has been in the financial services industry since 2013. Kurt is licensed to offer securities and investment advice in North Carolina. Kurt has passed the Series 6, 7TO, and 63 exams. Kurt previously worked with TIAA-CREF Individual & Institutional Services, LLC and PNC Investments.
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.
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.
Investment consulting services to institutional clients
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
NC
03/14/2019 - Present
Wells Fargo Clearing Services, LLC (HUNTERSVILLE NC)
NC
11/20/2018 - 01/22/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
PA
11/16/2017 - 11/01/2018
PNC INVESTMENTS (PITTSBURGH PA)
NC
10/04/2013 - 09/29/2017
WELLS FARGO CLEARING SERVICES, LLC (MOORESVILLE NC)
IA
Issued 01/31/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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