Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Gregory Ives is a financial advisor with Fidelity Personal And Workplace Advisors. Kurt has been in the industry since February 1998 and has experience working with individual investors, high-net-worth individuals, businesses, and retirement plans. Kurt holds Series 6, 7, 9, 24, 63, and 66 licenses, and is registered to provide investment advice in several states. In addition to portfolio management, Kurt provides financial planning and educational seminars.
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.
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.
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2
KY
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (LOUISVILLE KY)
RI
02/12/1998 - 05/14/1999
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 05/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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