Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Sims is a registered investment advisor with First Citizens Investor Services, Inc. with over 10 years of experience in the financial services industry. Kurt is currently licensed to provide investment advice in Arkansas. Kurt's previous experience includes working for ARVEST WEALTH MANAGEMENT, a firm based in Jacksonville, Arkansas. Kurt is also a registered principal with First Citizens Investor Services, Inc. and holds a variety of securities licenses including the Series 4, 7, 9, 10, 14, 24, 27, 52, 53, 66, 99TO and SIE. Kurt has a deep understanding of the investment markets and is committed to providing his clients with personalized financial advice and guidance.
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.
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
AR
07/31/2024 - Present
First Citizens Investor Services, Inc. (Maumelle AR)
AR
06/09/2014 - 08/05/2024
ARVEST WEALTH MANAGEMENT (JACKSONVILLE AR)
BOTH
Issued 02/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/18/2022
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/01/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/07/2014
Series 4 - Registered Options Principal Examination
BC
Issued 05/02/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2014
Series 52 - Municipal Securities Representative Examination
BC
Issued 12/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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