Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Carlson has been working in the securities industry since July 11, 1999. Kurt is currently registered with MFS Fund Distributors, Inc. in Boston, Massachusetts. Kurt is also registered in Pennsylvania. Kurt has passed the Series 6, 7TO, 26, and 63 exams. Kurt's areas of expertise include Investment Company Products/Variable Contracts.
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.
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.
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2
MA
07/12/1999 - Present
MFS Fund Distributors, Inc. (BOSTON MA)
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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